LEARNER GUIDE Participant name: _____________________________ LEGAL REQUIREMENTS AND CONTRACTS CPCCBC4009B – Apply legal requirements to building and construction projects CPCCBC4003A – Select and prepare a construction contract LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 2 of 167 DISCLAIMER This Learner Guide has been developed to assist Participants in meeting the requirements of the relevant topic and units of competency noted in this Learner Guide. Although the information presented in the Guide is accurate to the best of their knowledge, the authors cannot guarantee that every statement is without flaw of any kind. Therefore, Builders Academy Australia disclaim all liability for any errors, or for any loss or other consequences resulting from any individual relying on, or acting upon any information in this Learner Guide. COPYRIGHT © House of Learning Pty. Ltd. (trading as Builders Academy Australia, TOID 21583) 2016 - All rights reserved. © City Wide Building and Training Services Pty. Ltd. (trading as CWBTS, TOID 91138) 2016 - All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any way or by any means, electronic, mechanical, photocopying, recording, or otherwise without the prior permission of Builders Academy Australia. For example, taking copies of pages of this resource, for distribution to Participants enrolled in a course would be deemed to be contravention of copyright regulations, unless prior permission is obtained from Builders Academy Australia. This copyright excludes information cited from primary sources and acknowledged as such in the resource text and reference list. ABOUT THIS LEARNER GUIDE This Learner Guide is designed to support the development of knowledge and skills required for the unit(s) outlined in the topic information section below. 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LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 3 of 167 CONTENTS CONTENTS ............................................................................................................................................... 3 COURSE INFORMATION .......................................................................................................................... 6 TOPIC INTRODUCTION .......................................................................................................................... 10 CPCCBC4009B - Apply legal requirements to building and construction projects ............................... 10 SECTION 1: LICENSING AND REGISTRATION ......................................................................................... 11 1.1 HOW TO GET A BUILDER’S LICENSE OR REGISTRATION ............................................................. 11 1.2 IN VICTORIA ................................................................................................................................. 11 1.3 IN NEW SOUTH WALES ............................................................................................................... 13 1.4 IN QUEENSLAND ......................................................................................................................... 16 Learning Activity 1.1 – Using the Victorian Building Authority Website .......................................... 21 SECTION 2: BUSINESS REGISTRATION REQUIREMENTS ........................................................................ 22 2.1 TYPES OF BUSINESSES ................................................................................................................. 22 2.2 AUSTRALIAN BUSINESS NUMBER (ABN) ..................................................................................... 26 Learning Activity 2.1 – Using the ATO to Decide Business Structure ............................................... 28 Learning Activity 2.2 – Email Your Accountant ................................................................................. 29 SECTION 3: INSURANCE REQUIRMENTS ............................................................................................... 30 3.1 IN VICTORIA ................................................................................................................................. 30 3.2 IN NEW SOUTH WALES ............................................................................................................... 31 3.3 IN QUEENSLAND ......................................................................................................................... 32 Learning Activity 3.1 – Meeting insurance needs within the building sector ................................... 34 SECTION 4: OHS/WHS REQUIREMENTS ................................................................................................ 35 4.1 WHS AND OHS: WHAT’S THE DIFFERENCE? ................................................................................ 35 4.2 WHO IS RESPONSIBLE FOR A SAFE WORKPLACE?....................................................................... 38 4.3 DUTY OF CARE ............................................................................................................................. 38 4.4 EVIDENCE OF TRAINING .............................................................................................................. 39 4.5 RISK ............................................................................................................................................. 40 4.6 LICENCE TO PERFORM HIGH RISK WORK .................................................................................... 42 4.7 BUILDING SAFETY SIGNS ............................................................................................................. 43 4.8 APPLYING SAFETY KNOWLEDGE ................................................................................................. 44 Learning Activity 4.1 – Research Legislation ..................................................................................... 46 SECTION 5: ACTS, STANDARDS, REGULATIONS AND CODES ................................................................ 47 5.1 STATE OVERVIEW ........................................................................................................................ 47 LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 4 of 167 5.2 NATIONAL CONSTRUCTION CODE (NCC) .................................................................................... 48 5.3 THE BUILDING CODE OF AUSTRALIA ........................................................................................... 49 5.4 WHAT IS A STANDARD? .............................................................................................................. 54 5.5 COMMON STANDARDS ............................................................................................................... 56 Learning Activity 5.1 – Research Standards in the Building Industry I.............................................. 58 Learning Activity 5.2 – Research Standards in the Building Industry II ............................................ 58 Learning Activity 5.3 – Research Standards in the Building Industry III ........................................... 59 Learning Activity 5.4 – Building Code Australia ................................................................................ 60 Learning Activity 5.5 – Penalties ....................................................................................................... 61 SECTION 6: PLANNING AND SUSTAINABILITY ....................................................................................... 62 6.1 IN VICTORIA ................................................................................................................................. 62 6.2 IN NEW SOUTH WALES ............................................................................................................... 64 6.3 IN QUEENSLAND ......................................................................................................................... 66 6.4 GREEN STAR ................................................................................................................................ 68 Learning Activity 6.1 – 6 Star Rating ................................................................................................. 70 Learning Activity 6.2 – Planning and Sustainability .......................................................................... 70 Learning Activity 6.3 – Council Approval .......................................................................................... 71 SECTION 7: CONTRACT LAW AND COMMON LAW PRINCIPLES............................................................ 72 7.1 IN VICTORIA ................................................................................................................................. 72 7.2 IN NEW SOUTH WALES ............................................................................................................... 73 7.3 IN QUEENSLAND ......................................................................................................................... 73 7.4 COPYRIGHT .................................................................................................................................. 74 Learning Activity 7.1 – Contract Law I ............................................................................................... 75 Learning Activity 7.2 – Contract Law II .............................................................................................. 76 SECTION 8: FINANCIAL TRANSACTIONS ................................................................................................ 77 8.1 PAYSLIP RECORDS ....................................................................................................................... 77 8.2 PAYROLL REQUIREMENTS ........................................................................................................... 77 8.3 SUPERANNUATION (‘SUPER’) CONTRIBUTIONS.......................................................................... 78 8.4 GOODS AND SERVICES TAX (GST) ............................................................................................... 78 8.5 WHAT IS A TAX INVOICE? ............................................................................................................ 79 8.6 MANAGING YOUR PAPERWORK ................................................................................................. 80 Learning Activity 8.1 – Calculating GST ............................................................................................. 82 Learning Activity 8.2 – Superannuation ............................................................................................ 82 SECTION 9: CONTRACTS ........................................................................................................................ 83 LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 5 of 167 9.1 WHAT IS A CONTRACT? ............................................................................................................... 83 9.2 UNDERSTANDING LEGAL RESPONSIBILITIES ............................................................................... 86 9.3 TYPES OF CONSTRUCTION CONTRACTS ...................................................................................... 90 9.4 STANDARD FORM CONTRACTS ................................................................................................... 94 9.5 RIGHTS AND LIABILITIES OF PARTIES .......................................................................................... 99 9.6 BREACHES AND TERMINATION ................................................................................................. 102 9.7 LEGISLATIVE CONDITIONS ......................................................................................................... 104 Learning Activity 9.1 – Building Contracts ...................................................................................... 110 Learning Activity 9.2 – New Home Contract ................................................................................... 111 Learning Activity 9.3 – Variation to Plans ....................................................................................... 112 SECTION 10: CONTRACT SELECTION ................................................................................................... 113 10.1 SELECT AN APPROPRIATE CONTRACT ..................................................................................... 113 10.2 IDENTIFY CONTRACT DOCUMENTATION ................................................................................ 113 10.3 SELECT SUBCONTRACTORS ..................................................................................................... 115 10.4 FORM A BINDING AGREEMENT .............................................................................................. 116 Learning Activity 10.1 – Contract Selection .................................................................................... 119 Learning Activity 10.2 – General Conditions of Contract ................................................................ 119 SECTION 11: CONTRACT ADMINISTRATION ........................................................................................ 120 11.1 PREPARE THE CONTRACT ........................................................................................................ 120 11.2 SEEK EXPERT ADVICE ............................................................................................................... 123 11.3 PROJECT REPORTING .............................................................................................................. 123 11.4 PRACTICAL COMPLETION ........................................................................................................ 124 11.5 TERMINATION ......................................................................................................................... 127 11.6 CALCULATON OF RISE AND FALL PROVISIONS ........................................................................ 128 11.7 PROGRESS PAYMENTS ............................................................................................................ 130 11.8 EXTENSIONS OF TIME.............................................................................................................. 133 11.9 FINALISE THE CONTRACT ........................................................................................................ 134 11.10 CLOSE AND STORE THE JOB FILE ........................................................................................... 136 11.11 PRACTICAL COMPLETION INSPECTION ................................................................................. 136 Learning Activity 11.1 – Understanding Contractual Terms ........................................................... 139 Learning Activity 11.2 – Finalising the Contract.............................................................................. 140 SECTION 12: INDUSTRIAL RELATIONS, POLICIES AND OBLIGATIONS ................................................. 141 12.1 EMPLOYER OBLIGATIONS ....................................................................................................... 141 12.2 NATIONAL EMPLOYMENT STANDARDS (NES) ......................................................................... 141 LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 6 of 167 12.3 ENTERPRISE BARGAINING ....................................................................................................... 143 12.4 UNION RIGHT OF ENTRY ......................................................................................................... 143 12.5 BUILDING AND CONSTRUCTION AWARDS .............................................................................. 144 12.6 INDEPENDENT CONTRACTORS ................................................................................................ 145 12.7 MODERN AWARDS .................................................................................................................. 147 12.8 WORKPLACE DISCRIMINATION ............................................................................................... 149 12.9 TRAINING AGREEMENTS (BY STATE) ....................................................................................... 152 12.10 COMPLAINTS AND DISPUTES ................................................................................................ 154 Learning Activity 12.1 – Working with Subcontractors .................................................................. 156 Learning Activity 12.2 – Collecting Subcontractor Information ...................................................... 157 SUMMARY ........................................................................................................................................... 158 APPENDIX A: ACRONYMS .................................................................................................................... 159 APPENDIX B: ACTS, LEGISLATION AND REGULATORS ......................................................................... 160 APPENDIX C: REFERENCES AND RESOURCES ...................................................................................... 164 COURSE INFORMATION This Learner Guide covers the following unit/s of competency: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 7 of 167  CPCCBC4009B – Apply legal requirements to building and construction projects  CPCCBC4003A – Select and prepare a construction contract Who is this Learner Guide designed for? This guide supports the needs of builders, site managers, forepersons, estimators and other construction industry personnel responsible for:  Applying legal requirements to residential and low rise commercial building and construction projects  Selecting and preparing contracts for building work What are the aims of the learning topics? The key outcomes are: Apply legal requirements to building and construction projects:  Apply the laws relating to builder licensing or registration  Apply ohs legislation and provisions on site  Apply the codes, acts, regulations and standards relevant to construction  Comply with insurance and regulatory requirements for housing construction  Apply legislation to financial transactions  Meet building contract obligations  Apply industrial relations policies and obligations relevant to housing construction  Apply dispute resolution processes Select and prepare a construction contract:  Identify and analyse the essential elements, sections and clauses of a business contract  Select an appropriate contract for the works to be undertaken  Prepare the contract Prerequisites & co-requisites N/a Licensing requirements With regards to CPCCBC4009B Apply legal requirements to building and construction projects: Application of legal requirements includes the capacity to ensure compliance with all contractual requirements. A thorough knowledge of the application of current legal and regulatory requirements is essential. Specific resource requirements You will require access to the following resources as you undertake study in this unit:  Various types of construction industry contracts  Relevant codes, standards and government regulations  Office equipment, including calculators, photocopiers and telephone systems LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 8 of 167  Computers with appropriate software to view 2-d cad drawings, contracts, run costing programs and print copies  A technical reference library with current publications on measurement, design, building construction and manufacturers’ product literature  A suitable work area appropriate to the construction process Learning activities The learning activities in this learner guide have been designed to assist you to develop the skills that are necessary to demonstrate consistent achievement of the workplace outcomes covered by each of the unit(s) of competency. They are also designed to allow you to work through the activities in a workshop situation, with a small group or individually at your own pace. If you need assistance please talk to your trainer or your workplace supervisor who will assist you. Further resources Along with this learner guide you will need to find information from various sources. You may find copies of relevant legislation, codes, standards etc. On the internet, from your trainer or you may already subscribe to the Australian Standards or Building Codes Board. Websites can be another source of relevant information. Further website links, reference material and recommended reading will be noted throughout this Learner Guide under each topic. Further resources of particular interest for this topic are:  Australian Standard (as 4120 – 1994) Code of Tendering. Sets out the ethics and obligations of the principal and tenderers in the tendering process in the construction industry.  Competition and Consumer Act 2010 (formerly the Trade Practices Act 1974)  Building Code 2013, Fair Work Building and Construction, available from http://www.fwbc.gov.au/what-building-code  Victorian Code of Practice for the Building and Construction Industry (Victorian code) and the Implementation Guidelines to the Victorian Code of Practice for the Building and Construction Industry, April 2012 (Victorian Guidelines) can be downloaded from www.dtf.vic.gov.au/  New South Wales code of practice for procurement (NSW code) and the Implementation Guidelines to the New South Wales Code of Practice for Procurement: Building and Construction, July 2013 (NSW guidelines) can be downloaded from www.industrialrelations.nsw.gov.au.  Queensland Procurement Policy, 2013. Related guidelines, guidance, templates and other resources can be found at www.hpw.qld.gov.au.  Australian Standard Method of Measurement of Building Works, 5th edition, Australian Institute of Quantity Surveyors, 2000  Guidelines for Tendering, Australian Contractors Association, 2006  Guide to Tendering with Western Australian Public Authorities, 9th ed. Department of Finance, WA 2014 What are the assessment arrangements? Assessment requirements for the unit(s) of competency related to this Learner Guide are covered in the relevant assessment booklet for this topic. Please refer to the assessment booklet for further information. Further information may also be available from your trainer or workplace supervisor. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 9 of 167 LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 10 of 167 TOPIC INTRODUCTION CPCCBC4009B - Apply legal requirements to building and construction projects In the following sections you will cover the legal requirements that apply to building and construction projects of residential and low rise commercial buildings, including insurance requirements, financial requirements, industrial relations policies and an introduction to dispute resolution processes. It will also include a comprehensive study of selecting and preparing different types of construction contracts. Australian law Australian law is a very complex and dynamic topic to study. In this Learner Guide, we have broken the topic into several sections and sub-sections, based on the three units of competency this topic relates to (see What are the aims of the learning topics? on the previous page). In essence, construction law is made up of an amalgamation of contract law, commercial, law, planning law, employment law and tort. It is critical that you have a solid understanding of these areas to ensure you are meeting all of your legal obligations as a member of the building and construction industry. What is the law? Australian Law is based on the English Legal system of Law of Precedence: where judgments made in legal cases become the foundation for legal decisions made in subsequent cases. The decisions then become legal principles. Sometimes these judgements can be seen as so significant by the legal system that they are referenced in future legal cases as landmark cases. Components of the legal system The legal system can be broadly categorized into two components:  Common Law: all principles applied in common law have their roots in judgments made consistently over time  Statute Law: is legislation* that has been passed through Parliament *Statute law includes:  Legislation – the law made by parliament which sets out rules on a particular subject  Delegated – regulations and by-laws – the fine detail of legislation LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 11 of 167 SECTION 1: LICENSING AND REGISTRATION In this section we will learn about the requirements for gaining construction license and registrations, with a state-by-state focus on specific requirements and governing bodies involved. 1.1 HOW TO GET A BUILDER’S LICENSE OR REGISTRATION To work as a builder or tradesperson in Australia you must have a licence or be registered (requirements vary depending on your state or territory). A licence or registration may require a combination of technical qualification, experience, skills and knowledge prior to application. One step in the process of gaining your licence or registration is to complete training which has been approved by the licensing body in your state. In some states you may also need to participate in ongoing training workshops to maintain your licence or registration. Legislation and law differs depending upon what Australian state you live in, so ensure you research and abide by the laws relevant to your location and place of business. Refer to “Appendix B Acts and Regulators” for a list of different State regulations and further reference material organised by State. This resource contains information about legal requirements for construction projects in Victoria, New South Wales and Queensland. 1.2 IN VICTORIA The Building Practitioners Board (BPB) is an independent statutory body established under the Building Act 1993.It is part of the Victorian Building Authority. It oversees the quality and standard of professional services in the Victorian building industry. In doing so, it administers a registration system and monitors the conduct and ability of registered building practitioners. The Building Act 1993 requires most people who work in building to be registered as building practitioners with the BPB. Building Regulations 2006 outline the various categories and classes of building practitioners. Registration is based upon the nature and extent of your qualifications and experience as set out in the Building Act 1993 and Building Regulations 2006. You must be registered with the Building Practitioners Board in Victoria to:  Perform domestic building work where the cost exceeds $5,000 (including labour and materials)  Carry out re-blocking, re-stumping, demolishing, removing a home, or any building work that requires a permit, regardless of cost  Provide more than one type of building work, such as plastering and painting, where the cost exceeds $5,000 (including labour and materials). If you carry out domestic building work for an employer who is a corporate entity, then one of the directors of that entity must be registered. Your application for registration must be processed and confirmed by the Building Practitioners Board before you start work – it is not enough for you to have simply submitted an application for registration. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 12 of 167 If you are not registered, it is an offence to enter into a contract to perform work that requires a registered building practitioner, and to carry out that work. All registration applications to the Building Practitioners Board must include a signed authorisation by the applicant for the conduct of a National Police Certificate Check. All forms must be accompanied by 100 points of certified identification. Scanned or copied signatures of the certifier will not be accepted. To view the different categories of registration and application forms for Victoria, please visit the Victorian Building Authority website (vba.vic.gov.au). To register, you must have the required qualifications, knowledge and expertise to perform your job competently and safely. You need to have Domestic Building Insurance (formerly Builders Warranty Insurance). The Board registers individual builders, not businesses and companies. Building practitioners include:  Building surveyors  Building inspectors (unlimited/limited)  Quantity surveyors  Engineers (civil/mechanical/electrical/fire safety)  Draftspersons (building design - architectural, interior, services)  Commercial builders (unlimited/limited)  Domestic builders (unlimited/limited/manager)  Demolishers (low-rise buildings/medium-rise buildings/unlimited)  Erector or supervisor (temporary structures - class 1 and 2). Domestic builder registration classes Some categories in the building profession (such as electricians and plumbers), must register with other industry organisations instead of the Building Practitioners’ Board. There are 3 classes of Domestic Builder Registration, listed below with the responsibilities of the holder: 1. Domestic Builder Unlimited (DB-U) - May personally carry out, manage, or arrange for sub-contractors to carry out, all components of domestic building work. 2. Domestic Builder Manager (DB-M) - May manage, or arrange for domestic builders registered in another class, to carry out components of domestic work specified in their Certificate of Registration. 3. Domestic Builder-Limited (DB-L) - May carry out, manage, or arrange to carry out only the components of domestic building work specified in their Certificate of Registration. In addition, practitioners registered as a DB-M:  must hire registered practitioners to undertake work  cannot carry out work unsupervised  can only carry out work if they are supervised by a practitioner registered in the work they are undertaking – for example, a DB-M cannot perform carpentry work on-site unless they are supervised by a practitioner holding the registration of Domestic Builder – Carpentry (DB-L C) or they are a DB-U. While practitioners holding a DB-U or a DB-M must recognise an issue as it arises on site (such as defective work or non-compliance with the standards), the DB-U registration enables the practitioner to personally rectify it, if LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 13 of 167 it is covered under their scope of work. The practitioner holding a DB-M registration must identify the correct registered person to rectify the issue for them. Should a DB-M be audited or inspected, they may need to provide a list of the registered practitioners employed to cover the appropriate work. 1.3 IN NEW SOUTH WALES NSW Fair Trading safeguards the rights of all consumers and advises business and traders on fair and ethical practice. They provide services directly to individuals and businesses to create a fair, safe and equitable marketplace. The laws they administer set the rules for fairness in daily transactions between consumers and traders. They investigate unfair practices and ensure that the products sold in NSW are safe and meet their regulations and safety standards. They register co-operatives and associations, and issue occupational licences so consumers can trust the people they are dealing with. If you are involved in the residential building industry then you should be registered with NSW Fair Trading. The Building Amendment Act 2014 requires most people who work in residential building to be registered as building practitioners with NSW Fair Trading. This Act replaces the Home Building Act 1989 and was implemented in two stages, January 2015 and March 2015. The Home Building Amendment Act 2014 outlines the various categories and classes of building practitioners, contractors, supervisors and tradespersons. Registration is based upon the nature and extent of your qualifications and experience as set out in the Home Building Amendment Act 2014. You must be registered with NSW Fair Trading to contract, sub-contract or advertise to do:  building work where the reasonable market cost exceeds of the labour and materials is more than $5,000  all electrical wiring work  all plumbing, draining and gas fitting work  all air conditioning and refrigeration work (except plug-in appliances) ‘Residential building work’ is defined as coordinating or suspending any work in the construction of a 'dwelling' (as defined in the Regulation), the making of alterations or additions to a dwelling, and repairing, renovation, decoration or the protective treatment of a dwelling. It also includes specialist work done in connection with a dwelling. Specialist work includes plumbing work (other than roof plumbing work), gas fitting work, electrical wiring work, and installation or maintenance of certain refrigeration systems and air-conditioning systems. It is not restricted to such work being done in a residential context. Any work that is residential building work under the Home Building Amendment Act 2014 which involves construction of a dwelling, or alterations or additions to a dwelling. It also includes repairing, renovating, decorating or applying protective treatment to a dwelling. For licensing purposes, works considered to fall within the class of building work that include, but are not necessarily limited to:  garage, carport and shed construction/erection (including kits)  bathroom, kitchen or laundry renovations  swimming pool building and structural landscaping LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 14 of 167  screened, glass or pool enclosures  atriums, conservatories  house lifting (e.g. permanently raising the height of an existing structure)  removal and resitting of dwellings  saunas and steam rooms Any contract for general building work can include any specialist work that is integral to the overall work, but such work must be carried out by the holder of an endorsed contractor licence or qualified supervisor certificate in the relevant category of specialist work. Builder's licensing requirements Who requires a licence? Individuals, partnerships or corporations contracting to do residential building work, where the labour and materials are worth more than $1,000, or specialist work (irrespective of whether it is residential building work), must hold a contractor licence under the HBA Act. Individuals must hold a contractor licence or must be an employee of a partnership or corporation or a partner or officer of a partnership or corporation that holds a contractor licence. Where an individual is the employee, partner or officer of a partnership or corporation that holds a contractor licence, and is not the holder of a licence in his or her own capacity, then the individual must be supervised by someone who is licensed. What criteria apply to the grant of a license? The applicant's fitness, ability and capacity to carry out contracts for which the licence is required; and the arrangements made or proposed to ensure that all work done under those contracts will be done or supervised by appropriately qualified individuals. Who needs to be supervised? Individuals who are not licensed and are carrying out residential building work and specialist work need to be supervised. Individuals holding relevant tradesperson certificates can carry out residential building work, refrigeration work or air-conditioning work without supervision but must be supervised when carrying out plumbing work, gas fitting work or electrical wiring work. What is an appropriate level of supervision? The HBA Act does not contain a definition of 'supervision'. Compliance with the supervision requirements of the HBA Act is to be determined on the facts of each case. However, the level of supervision must be sufficient so as to ensure that the requirements applicable to the work under the HBA Act are complied with. To view the different categories of registration and application forms for New South Wales, visit the NSW Fair Trading website. To register, you must have the required qualifications, knowledge and expertise to perform your job competently and safely. You need to have insurance provided by the Self-Insurance Corporation in place if the contract for residential building work is valued at over $20,000. Types of Licences and Certificates The following licenses and certificates are required under the Home Building Amendment Act 2014: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 15 of 167 Contractor Licence authorises that holder to contract and advertise to carry out the work described on their licence card. Individuals may have their contractor licence endorsed with a Q and this indicates that the licence is also equivalent to a Qualified Supervisor Certificate. As an endorsed contractor licence holder is qualified they do not require a nominated supervisor. Qualified Supervisor Certificate allows the holder to supervise and carry out the work as described on their certificate. Nominated Qualified Supervisor is an individual who holds an endorsed contractor licence or a qualified supervisor certificate, and who is registered against a contractor licence as the person supervising the residential building work or specialist work. All companies and partnerships and unqualified individuals holding a contractor licence must nominate a supervisor. Tradesperson Certificate is only issued in the classes of plumbing, draining and gas fitting and allows a person to undertake work with minimum supervision. Any work undertaken by the holder of a tradesperson certificate cannot sign off on work and work must be signed off by the holder of a contractor licence or qualified supervisor certificate. Tradesperson certificates used to be known as a ‘journeyman’. Approved Qualifications and Experience For general building work, the current qualifications requirements, outlined below, commenced on 5 January 2015. Applicants must show at least 2 years relevant industry experience in a wide range of building construction work where the majority of the experience was obtained within 10 years of the date on which the application is made. ‘Experience’ means experience gained by the applicant as: a) an employee of, or b) a holder of a supervisor certificate and as a nominated supervisor for the contractor licence held by, or c) a holder of an endorsed contractor licence contracted to, or d) a holder of a supervisor certificate in the capacity of a nominated supervisor for a contractor licence held by an individual, partnership or corporation contracted to, the holder of a contractor licence authorising the holder to do the class of residential building work in which the experience was gained (“the Work”), where the applicant, during the relevant period, was:  supervised and directed in the doing of the Work by the holder of an endorsed contractor licence or supervisor certificate authorising its holder to supervise the Work, and  remunerated with money in accordance with law for the Work which the applicant carried out For more information on specialist building work and tradespersons go to the NSW Fair Trading website. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 16 of 167 1.4 IN QUEENSLAND The Queensland Building and Construction Commission (QBCC) is the State’s building and construction industry regulator. It is a statutory body and is part of the portfolio of the Minister for Housing and Public Works. The QBCC was established under the Queensland Building and Construction Commission Act 1991 (QBCC Act) to regulate the building industry. The objectives of the QBCC Act are to:  Regulate the building industry  Ensure the maintenance of proper standards in the industry  Achieve a reasonable balance between the interests of building contractors and consumers  Provide remedies for defective building work  Provide for the efficient resolution of building disputes  Provide support, education and advice for homeowners and those undertaking building work. The Queensland Building and Construction Commission administers the following legislation:  Building and Construction Industry Payments Act 2004  Building and Construction Industry Payments Regulation 2004  Domestic Building Contracts Act 2000  Domestic Building Contracts Regulation 2010  Queensland Building and Construction Commission Act 1991  Queensland Building and Construction Commission Regulation 2003  Subcontractors Charges Act 19741 Under the QBCC Act, any contractors performing building work over the value of $3,300 must hold a Queensland Building and Construction Commission (QBCC) licence. It is important to understand and comply with the legislation, as failure to do so will result in not only monetary fines, but the accumulation of demerit points. If a contractor accumulates more than 30 demerit points over a three year period, they will lose their contracting licence and not be eligible for reinstatement of the licence for another three years. There are a number of different licence classes for the building and construction industry which are listed below with details of the scope of work which applies to each class. Builders Classifications Builder – low rise  Building work on a class 1 or class 10 building  Building work on classes 2 to 9 buildings with a gross floor area not exceeding 2000m², but not including Type A or Type B construction  Prepare plans and specifications if the plans and specifications are: o for the licensee’s personal use, or o for use in building work to be performed by the licensee personally Builder – medium rise  Building work on a class 1 or class 10 building LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 17 of 167  Building work to a maximum of 3 storeys, but not including Type A construction on classes 4 to 9 buildings  Prepare plans and specifications if the plans and specifications are: o for the licensee’s personal use, or o for use in building work to be performed by the licensee personally Builder – open  Building work on all classes of buildings  Prepare plans and specifications if the plans and specifications are: o for the licensee’s personal use, or o for use in building work to be performed by the licensee personally Builder – Project Management Services  Provide any of the following for a consumer or a principal, for all classes of building work: o administration services o advisory services o management services, other than coordinating the scheduling of building work by building contractors, including as agent for another person  If appointed as a superintendent* under the contract, you can perform the following functions: o administer the contract on behalf of a principal for the contract o certify timing, quality and cost matters under the contract Builder – restricted Builder Restricted to Kitchen, Bathroom and Laundry:  Install, refurbish, restore and repair a kitchen, bathroom or laundry on-site in:  class 1 or class 10 building  classes 2 to 9 buildings if the gross floor area of the kitchen, bathroom or laundry is not more than 50m²  Prepare plans and specifications if the plans and specifications are: o for the licensee’s personal use, or o for use in building work to be performed by the licensee personally Builder Restricted to Shop Fitting:  Building work associated with the internal fit out of a shop or office, including shop fronts, but not including Type A or Type B construction  Prepare plans and specifications if the plans and specifications are: o for the licensee’s personal use, or o for use in building work to be performed by the licensee personally LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 18 of 167 Builder Restricted to Structural Landscaping:  Prepare, fabricate and erect carports, decking, fences, gate, gazebos, ornamental structures, pergolas, ponds and water features, prefabricated sheds including associated concrete slabs, with a maximum floor area of 10m², and retaining walls and structures  Construct artificial landform structures requiring a fabricated internal structure  Prepare site, excavate, lay paving or concrete associated with landscaping  Install irrigation for landscaping works  Install, erect and construct playground equipment  Prepare plans and specifications if the plans and specifications are: o for the licensee’s personal use, or o for use in building work to be performed by the licensee personally Builder Restricted to Swimming Pool Construction:  Earthworks and drainage for swimming pool and spa installation and construction  Place and fix reinforcement for concrete for swimming pool and spa construction  Install formwork to define a swimming pool or spa shape or form  Place and finish concrete or other materials to provide a shape or form for a swimming pool or spa, including packing, filling and levelling of prefabricated pool and spa units  Install prefabricated swimming pools and spas  Ancillary pipework including general filtration, sanitation, water chemistry, solar heating and basic hydraulics  Landscaping works associated with the construction of a swimming pool or spa including pool fencing  Carry out ceramic tiling, painting, paving and plastering associated with the construction of a swimming pool or spa  Prepare plans and specifications if the plans and specifications are: o for the licensee’s personal use, or o for use in building work to be performed by the licensee personally Builder Restricted to Special Structures – Shade Sails:  Construction, installation, maintenance or repair of membrane shade structures including metal brackets, cables and structural members for the structures  Concreting work for footings for the structures, and  Prepare plans and specifications for membrane shade structures if the plans and specifications are: o for the licensee's personal use, or o for use in building work to be performed by the licensee personally LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 19 of 167 Builder Restricted to Special Structures – Signs  Construction, installation, maintenance or repair of signs and supporting structures for signs, and  Concreting work for footings for supporting structures for signs, and  Prepare plans and specifications for signs and supporting structures for signs if the plans and specifications are: o for the licensee’s personal use, or o for use in building work to be performed by the licensee personally The Queensland Building and Construction Commission also issue licences for:  Building Design  Completed Residential Building Inspection  Trade contractor  Occupational and provisional plumbing and draining licences  Restricted plumbing and draining licences  Fire protection licences Builder's Licensing Requirements Who requires a licence? In Queensland, individuals and companies must hold a QBCC licence to carry out:  Any building work valued over $3,300  Building work valued over $1,100 where it involves Hydraulic Services Design  Building work of any value where it involves: o Drainage o Plumbing and Drainage o Gas Fitting o Termite Management – Chemical o Fire Protection o Completed Residential Building Inspection o Building Design – Low Rise, Medium Rise and Open o Site Classification LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 20 of 167 In addition to the licence classes, there are also licence grades to cover different roles and responsibilities. The following table sets these out: GRADE SUPERVSING BUILDING WORK BE A NOMINEE FOR A BUILDING COMPANY ENTER INTO BUILDING CONTRACTS FOR BUILDING WORK Contractor Yes Yes Yes Nominee Supervisor Yes Yes Site Supervisor Yes Fire Occupational Yes Requirements for Registration There are different qualifications, skills and experience that you must be able to prove to apply for a licence which is applicable to your scope of work. For more details on these requirements go to the QBCC website. To apply for a licence you will need to provide:  details of 2 to 4 years' experience where you carried out building work covered in the relevant scope of work. This should show your coordination and onsite supervision of trade contractors and other disciplines, and should include any supporting documents. You must include the class, size, number of storeys and type of construction  documents showing you hold the technical qualifications required for the licence class (e.g. apprenticeship, skills recognition, or formal qualification documents). If you don’t hold the technical qualification refer to Recognition of Prior Learning for further information  three written references which include confirmation of your supervisory experience  financial information that shows you meet the Minimum Financial Requirements (PDF)  nominee supervisor applicants don’t need to provide financial information  applicants in Builder Project Management Services may not need to provide financial information  proof of identity (e.g. certified copy of your driver’s licence or passport)  if contracting under a trading name – a current copy of your Record of Registration from Australian Securities and Investment Commission (ASIC)  if contracting under a partnership – proof of the business partnership, or an original or certified copy of QBCC’s Statutory Declaration for Partnership Agreement (PDF) if you already hold a QBCC licence The Australian Business License and Information Service (ABLIS) The Australian Business License and Information Service (ABLIS) helps you find the government licences, permits, approvals, registrations, codes of practice, standards and guidelines you need to know about to meet your compliance responsibilities. Enter the details of your business on the website and you will get a list of all the licensing, certification and approvals you must have. You can find this information at h . LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 21 of 167 Learning Activity 1.1 – Using the Victorian Building Authority Website This Activity may be completed in pairs. 1. Explore the Victorian Building Authority Website (http://www.vba.vic.gov.au). 2. Find two pieces of documentation that pertain to licensing and registration, relevant to your work if possible. 3. List them and provide a brief explanation of each. For example, “I need to consider ‘Building product accreditation’ in my work as a carpenter. This is a certificate that proves the product is safe and meets the requirements of the Building Regulations.” 4. What type of license of registration do you need, (or will you need), to practice legally in your trade? You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 22 of 167 SECTION 2: BUSINESS REGISTRATION REQUIREMENTS The first consideration when becoming a registered builder in Australia is to think through how you’ll need to set your business up. It is important to choose the business structure that best meets your specific needs. 2.1 TYPES OF BUSINESSES There are four types of business structures that you may consider:  Sole trader  Partnership  Company  Trust We will look at the four business types in detail, and provide information about the correct business structure to suit your experience and business type. It’s important to plan ahead and consider your business’ future when selecting a business structure. Key steps to plan for your businesses’ future are as follows:  Write a simple business and marketing plan, including how you will advertise your services, what you will charge, and which part of the market you wish to target  Plan your finances. Make sure your business can survive on the money you have in the bank, or from a bank loan, together with the money generated by your business  Plan your cash flow; anticipate peaks and troughs in both cash inflows and outflows  Decide if you want to employ staff and, if so, plan for acquiring the necessary skills, training or industry certification  Work out tax, insurance and superannuation payments; find out exactly what payments you need to make and how you should keep business records. Work out if you will be handling GST. Get answers from the Australian Taxation Office (ATO) website. Contact them for more details or advice if necessary TYPE OF BUSINESS - SOLE TRADER This is the most straightforward structure for a business. Basically it means the business decisions are being made by one person. However, it doesn't necessarily mean that the business has only one worker. The sole trader can employ others to do any or all of the work in the business. What are the advantages of being a sole trader? This type of structure is ideal if the business is not complicated, especially if it does not require a great deal of outside capital. Benefits include:  There is not much paperwork involved in establishing this type of structure  If you use your own name, you do not have to register the business name (this will only be necessary if you have a trading name)  There are less stringent official reporting obligations compared with other structures  You may be able to deduct tax losses from personal income  You are entitled to profits and the ownership of assets  It is relatively straightforward to wind up LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 23 of 167 What are the disadvantages to being a sole trader?  You are personally liable for all debts  Your personal property and assets may be vulnerable for debts and other business liabilities  Large sums of capital are less likely to be available to a sole trader, and you may have to rely more on overdrafts and personal savings  You may require enormous investments of time without the normal employee recreation leave and other benefits  There may be issues of continuity of business in the event of death or illness TYPE OF BUSINESS - PARTNERSHIPS Partners are joint owners of a single business. They share the same business goals and are equally responsible for the decisions made on behalf of the business. Are all partners equal? Not necessarily. For instance, in many law firms there are senior and junior partners. However, the partners remain equal from a legal point of view. If there is no written agreement, all partners:  Share profits equally  Cover losses equally  Take equal responsibility for the business's activities and trading A written agreement allows partners to create partnership rules that best meet their particular situation. Partnership agreements A written partnership agreement is usually best because otherwise there is no record of the duties and responsibilities of partners. A written agreement can be very important if there is a dispute between the partners later on. Additionally, if there is no written agreement, the duties and responsibilities of partners are, by default, shared equally and this may not be what either of the partners want. A partnership agreement may include (but not be limited to):  The amount of money each partner brings into the partnership  How the profits will be divided  The different roles and responsibilities of each partner  The requirements to provide financial reports  The rights of partners to draw on bank accounts  How partners can leave the partnership and the consequences of this  What happens when the business is sold  How disputes are handled  The salaries  The rights of departing partners e.g. to start a similar business LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 24 of 167 Partner's Unlawful Acts What if the partner does something that is outside their authority under the partnership agreement? This depends upon whether the person who dealt with the partner knew (or should have known) that the action was beyond the partner’s authority. But even if this is so, it will sometimes still be possible for the person to claim compensation from the partnership. The lesson is clear: be very careful who you accept into a business as a partner. Tax Partners must file a Partnership return with the ATO. This includes a profit and loss statement, and the basis on which profits or losses are distributed to the partners. The Partnership does not pay tax. Tax is paid individually by partners on their share of the profits as part of their personal income tax. TYPE OF BUSINESS - COMPANY In many ways a company is similar to a sole trader or partnership, except that it exists as a separate legal entity from the owners (who are called shareholders). This means that in most circumstances, personal assets of the owners cannot be touched to pay for the debts of the company. What law applies? A Commonwealth law called the Corporations Act covers all legal aspects of the operations of a company. There is a "Small Business Guide" included as part of this Act to help small business operators understand their rights and obligations. Regulation of Companies Companies are regulated by the Australian Securities and Investment Commission (ASIC). ASIC is an independent government body that administers the Corporations Act. Its aims are to provide protection for consumers and businesses in their dealings with companies and to ensure that companies:  Operate according to the law  Report their activities  Maintain proper records  Maintain an information database on company details Types of companies Most companies fall into one of two categories depending on the type of liability that can be imposed on the owners. The categories are:  A company limited by shares - such companies limit the liability of shareholders to the value of their shares. This structure is suitable for most trading businesses. The company can be a private company or a public company  A company limited by guarantee - such companies are most often used by non-trading organisations e.g. sporting clubs LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 25 of 167 The Advantages and Disadvantages of a Company Advantages of a company include:  It is a separate legal entity from the owners  You can own property in the name of the company  There is usually limited liability for the shareholders (unless they have given a personal guarantee)  You may be able to take advantage of tax minimisation schemes (legal ones of course!)  It can be owned and operated by only one shareholder and director  It may make it easier to attract capital investment because of shareholders' limited liability Possible disadvantages include:  They can be complicated and expensive to establish and administer, especially if it is a large company  If you are not a sole shareholder, the shares may be difficult to sell  If you have only a minority shareholding you may be allowed little or no input into the affairs of the company  You will only be able to leave the shares in the company to your beneficiaries under your will, not the assets of the company separately  They require expensive procedures to comply with reporting regulations Is liability always limited? No. There are types of structures that do not provide limited liability for owners, but they are unusual and we will not look at them here. However, even in companies limited by shares it is possible for owners to be exposed to personal liability. For example:  A bank may require a personal guarantee against loans or overdrafts  A director can be held personally responsible for certain company actions e.g. for continuing to trade and incur debts when the company is insolvent Shareholders Shares can either be available to the general public or restricted to the private owners. If the shares are available to the public it is called a "public" company. If the shares are available to private owners it is called a private (proprietary) company. We will deal solely with private companies. Private companies The Corporations Act has made the procedures for small private companies a lot easier than they used to be. A private company will also have:  The words "Proprietary Limited" (Pty. Ltd.) After its name  A unique Australian Company Number (ACN) that will be included in most company literature and business documents, e.g. Invoices, receipts, business letterhead, cheques etc.  A common seal (i.e. a stamp) which contains the company name and other identifying details, e.g. The ACN (it is no longer compulsory to have a common seal)  A registered office, although this doesn't have to be the place of business. It is often the address of the accountant or lawyer. However, under the law, companies are required to notify ASIC of changes in the company's place of business where that place is different from the registered office LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 26 of 167 TYPE OF BUSINESS - TRUST Trusts are often used in connection with running a small business. A trust is not a separate legal entity in the way that a company is. In simple terms it is a business structure where a trustee (usually a company) carries out the business on behalf of the members of the trust. A trust is set up through a trust deed. Types of trust There are a range of trusts:  Discretionary trusts - where the trustee has discretion when distributing funds to the beneficiaries (the most common example is a family trust)  Unit trust - were unit holders having a number of units in the trust; distribution from the trust is on the basis of the number of units held  Hybrid trust - this is a combination between a unit trust and a discretionary trust Definitions  Appointer – The person who has power under the trust deed to remove the trustee and appoint another trustee.  Beneficiaries – The people (or a company) who are entitled to distributions from the trust.  Settlor – A person (who is unrelated to the beneficiary or trustee) who provides an amount of money (e.g. $10) to establish the trust.  Trustee - Usually a company (it can be a person) which owns the assets of the trust, not in its own right, but as trustee of the trust. The trustee is responsible for the financial ‘health’ of the trust and makes decisions about distributing income, borrowing money etc. The Advantages and Disadvantages of Trusts Advantages of a trust include:  There may be taxation advantages - although this depends on current tax laws  Allows for income streaming  Limited liability etc. The disadvantages of a trust include:  Possible implication for capital gains tax  Distribution of tax losses  Establishment and administration costs etc. 2.2 AUSTRALIAN BUSINESS NUMBER (ABN) The Australian Business Number (ABN) was introduced on 1 July 2000 to enable businesses in Australia to deal with a range of government departments and agencies using a single identification number. The ABN is a public number which does not replace your tax file number. ABN registration details become part of the Australian Business Register (ABR), which the ATO maintains on behalf of the Commonwealth. You can access the publicly available information contained in the ABR through the ABN Lookup web site. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 27 of 167 Why should I apply for an ABN? The Australian Business Number (ABN) is your key to a quicker and smarter way of dealing with other businesses and government. The ABN:  Helps you claim goods and services tax (GST) credits  Facilitates a single business activity statement  Allows you to claim any energy grants credits for which you qualify  Stops businesses deducting pay as you go (PAYG) withholding tax from payments to you  Allows businesses to easily confirm your details for ordering and invoicing purposes If your business has an annual turnover of $75,000 or more, you must register for GST and you will need an ABN to do this. If your business has a lower annual turnover, it's up to you whether you register. All non-profit organisations with an annual turnover of $150,000 or more must register for GST and therefore need an ABN. Also, businesses that need to be endorsed as a gift deductible recipient or an income tax exempt charity or both, require an ABN. Registering Your Business Name A business name is simply a title under which a person, or other legal entity, trades. If the business structure is that of a sole trader, a partnership or trust, you are required to register your business name in the state or territory in which you will operate. You do not need to register a business name if you plan to conduct your business under you or your partner’s first name and surname e.g. ‘Bill Bloggs, Builder.’ If you are planning to set up your business in more than one state, you must register your business name separately in each state in which you intend to operate. Registration of a business name does not in itself give you any proprietary rights. Only a trade mark can give you that kind of protection. To ensure you have exclusive use of your name now and in the future throughout Australia, consider registering a trade mark. It is important that you understand the eligibility requirements before you apply as well as how to describe your goods and services. For further information, or to register a trademark, visit IP Professionals at www.ipaustralia.gov.au. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 28 of 167 Learning Activity 2.1 – Using the ATO to Decide Business Structure This Activity may be completed in pairs. 1. Visit the ATO Website to research and access the information you need to write a simple proposal (application) for a business structure. This may be based on your current plans for a business or a hypothetical building or construction business. 2. Hint: Before deciding on structure consider short and long terms plans for the business. 3. Share what you discovered with the rest of your class. You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 29 of 167 Learning Activity 2.2 – Email Your Accountant This Activity should be completed individually. 1. Choose one of the types of businesses we have just studied for your new hypothetical business. 2. Write an email to your accountant explaining your proposal and reasons why you have chosen this structure (sole trader, partnership, company or trust). You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 30 of 167 SECTION 3: INSURANCE REQUIRMENTS In this section we will examine insurance requirements within the construction industry on a state-by-state basis. 3.1 IN VICTORIA Under the Building Act 1993, most people who carry out or undertake work in building must be registered as building practitioners with the Building Practitioners Board and are required to carry the appropriate insurance. Building practitioners are required to show proof of insurance when registering. There are four types of insurance a Registered Building Practitioner may require:  Domestic Building Insurance  Professional Indemnity Insurance  Public Liability Insurance  Work Cover Insurance Domestic Building Insurance Domestic Building Insurance is required by all domestic builders who enter into domestic building contracts in which the contract price for the building work is more than $16,000. Practitioners must provide their client with a copy of the policy and a certificate of currency covering their property before taking a deposit or any money. Domestic Building insurance covers the client if, before work is complete, the practitioner:  is deceased  is declared insolvent  disappears It covers costs up to $300,000 to fix structural defects for six years, and non-structural defects for two years. In all other cases, it is up to you to fix or complete works, or to pay any costs awarded. Professional indemnity insurance Professional indemnity insurance is required by the following building practitioner categories and classes:  Building surveyor  Building inspector  Quantity surveyor  Engineer - civil, mechanical, electrical and fire safety  Draftsperson - building design (architectural, interior and services) Professional indemnity insurance covers the practitioner against legal liability resulting from any claim or claims made during the period of insurance. A building professional is required to show evidence of their professional indemnity insurance when renewing their registration with the Building Practitioners Board. Professionals needing to renew their registration must ensure they have cover in place that insures them for all work carried out under their registration. Commercial builders don’t have a mandatory requirement to hold an insurance policy against structural defects (as of July 1 2014). Evidence of an insurance policy against structural defects won’t be requested by the Victorian Building Authority (VBA) and is not required for registration purposes for (commercial) builders. Any decision made by a registered builder to cancel or not hold an insurance policy against structural defects is a commercial decision that should be made in the context of the policies and processes in place by the practitioner to manage risks. If uncertainty exists, registered (commercial) builders should seek independent expert advice. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 31 of 167 Public liability insurance Public liability insurance is required by the following building practitioner categories and classes:  Builder - Demolisher (low-rise buildings, medium-rise buildings and unlimited)  Erector or supervisor (temporary structures) Public liability insurance covers the building practitioner against legal liability resulting from any claim or claims made during the period of insurance. WorkCover insurance WorkCover insurance is compulsory insurance for Victorian employers which is funded by their contributions. It provides employers with insurance cover for the cost of benefits if your workers are injured or become ill because of their work. 3.2 IN NEW SOUTH WALES The HBA Act requires the builder to have insurance in place if the contract for residential building work is valued at over $20,000. This insurance is the Home Building Compensation Fund, formerly known as the Home Warranty Insurance Scheme. Insurance under the Home Building Compensation Fund needs to be provided by:  a builder or tradesperson before taking any money (including a deposit) from a home owner (including an owner-builder) under a residential building contract and before starting any work under that contract  a ‘spec’ builder before starting any residential building work on a property owned by the builder  a developer before entering into a contract for the sale of a property on which a builder is doing or has done residential building work for the developer Insurance threshold From 1 February 2012, insurance under the Home Building Compensation Fund is required to be obtained where the contract price is over $20,000 or, if the contract price is not known, the reasonable market cost of the labour and materials involved is over $20,000. Where the contract price or the reasonable market cost of the labour and materials involved does not exceed the above threshold, there is no legal requirement to obtain insurance under the Home Building Compensation Fund. Contractors who carry out residential building work must still hold an appropriate licence with NSW Fair Trading where the labour and materials involved are valued at over $5,000. Those who contract and/or carry out specialist work (e.g. electrical wiring, plumbing, gas-fitting, air-conditioning and refrigeration) require a licence regardless of the value of the work. In addition to the insurance required under the HBA Act, other insurances to consider are:  Contract Works Insurance  Tradesman and Tools Insurance  Public & Products Liability  Commercial Vehicles  Surety / Performance Bonds  Management Liability  Business and Property Insurance  Domestic and Personal Insurance LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 32 of 167 3.3 IN QUEENSLAND Most residential building work done in Queensland valued over $3,300 (including labour and materials) must have home warranty insurance. As part of the building process, the builder pays a premium to the QBCC to insure the construction. The amount is included as part of the contract, and is paid before work begins. It may protect the client where:  the licensed builder does not complete the contracted residential construction work and they have terminated the contract  the contractor fails to rectify defective work  the building suffers from subsidence or settlement Types of work that is insured:  construction of a new home, related roofed building, townhouse or multiple unit dwelling (no more than 3 storeys)  the extension, addition, alteration, renovation or repair of a house, related roofed building (e.g. a garage), townhouse or multiple unit dwelling (no more than 3 storeys)  replacement or refit of fixtures or fittings in a kitchen or bathroom  work on a deck or veranda, attached to a residence  building work that affects the structural integrity of the building To register as a builder with the Queensland Building Construction Commission, in some instances you will be required to produce evidence of having Professional Indemnity (PI) insurance. This applies to the following classes:  Building Design – Low Rise  Building Design – Medium Rise  Building Design – Open  Hydraulic Services Design  Completed Residential Building Inspection  Site Classifier  Termite Management  For fire protection classes which require certification Professional indemnity (PI) insurance Professional indemnity (PI) insurance protects builders against the expenses associated with a negligence claim. It covers the cost of defending a lawsuit, as well as any financial compensation awarded to the plaintiff. A negligence claim can be made against a builder if an omission, action or advice is believed to have caused financial loss. If a builder is found to be at fault, they are personally liable for providing financial recompense to cover the client’s losses. PI insurance protects the builders by covering both the compensatory expenses and any additional costs arising from the claim. In addition to PI insurance required by the QBCC, other insurances to consider are:  Contract Works Insurance  Tradesman and Tools Insurance  Public & Products Liability  Commercial Vehicles LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 33 of 167  Surety / Performance Bonds  Management Liability  Business and Property Insurance  Domestic and Personal Insurance Fair trading legislation The QLD Office of Fair Trading administers the QLD Fair Trading Act 1989. Explore their website for more information. Summary Victoria Domestic builders in Victoria must be registered with the Building Practitioners Board if they:  Handle a contract worth more than $5,000  Re-block, re-stump, demolish or remove a home regardless of the value of the work Domestic Building Insurance is required by all domestic builders who enter into domestic building contracts in which the contract price for the building work is more than $16,000. The four types of insurance a Registered Building Practitioner may require are:  Domestic Building Insurance  Professional Indemnity Insurance  Public Liability Insurance  Work Cover Insurance New South Wales Insurance under the Home Building Compensation Fund needs to be provided by:  a builder or tradesperson before taking any money (including a deposit) from a home owner (including an owner-builder) under a residential building contract and before starting any work under that contract  a ‘spec’ builder before starting any residential building work on a property owned by the builder  a developer before entering into a contract for the sale of a property on which a builder is doing or has done residential building work for the developer Insurance is required by all domestic builders who enter into domestic building contracts in which the contract price for the building work is more than $20,000. Queensland Domestic builders in QLD must be registered with the Queensland Building Construction Commission for most types of building work. Professional Indemnity insurance is required for some classes of builder’s registration. The four types of business structures that you may consider:  Sole trader  Partnership  Company  Trust LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 34 of 167 Learning Activity 3.1 – Meeting insurance needs within the building sector This Activity may be completed in pairs. 1. Explain the benefits of having the following insurance policies in place: a. Domestic Building Insurance b. Professional Indemnity Insurance c. Public Liability Insurance d. Work Cover Insurance You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 35 of 167 SECTION 4: OHS/WHS REQUIREMENTS Construction work is often high risk work. According to the Australian Bureau of Statistics in the year 2013-2014 workers in the construction industry were the fifth highest group who reported a workplace injury at nearly 60 per 1,000 employed persons. Workplace incidents could be reduced and avoided if people within the workplace take care in ensuring their own safety and that of others. Workplace health and safety in Australia is directed by a system of laws, regulations and compliance codes which set out the responsibilities of employers and workers to ensure that safety is maintained in the workplace. A number of industry bodies have been set up in each State to assist with reducing the number of workplace accidents and incidents. These organisations aim to help reduce workplace injuries, enforce safety laws, provide insurance, help injured workers re-enter the workforce and manage compensation schemes. WorkSafe is the name of the industry body in Victoria and that has implemented a number of rules and regulations to keep workers safe. In NSW and QLD the industry body who deals with workplace safety is called WorkCover. 4.1 WHS AND OHS: WHAT’S THE DIFFERENCE? From 1 January, 2012 the Commonwealth, state and territory governments (excluding Victoria) introduced a new harmonised work health and safety law which aims to ensure work health and safety laws provide regulators with functions including:  Providing advice and information to duty holders and the community  Monitoring and enforcing compliance with work health and safety laws  Fostering co-operative, consultative relationships between duty holders and the persons and representatives they owe a duty to  Sharing information with other regulators; and  Conducting and defending proceedings under work health and safety laws Until now, the Commonwealth, State and Territory Governments were responsible for making and enforcing their own health and safety laws. Even though, these jurisdictions are similar, the variations led to confusion. By developing the Model Work Health and Safety laws, Safe Work Australia, working with the Commonwealth, State and Territories harmonised the act, regulations and codes of practice. Some States have not been able to meet this deadline and are still operating with the previous Occupational Health and Safety Legislation. At the time this learner guide was written, legislation was up to date. However, care should be taken to update your knowledge on an ongoing basis to ensure that you do not give advice that is out of date. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 36 of 167 Harmonisation Objectives of the Harmonised WHS Act Objectives of the Victorian OHS Act 2004 Objectives of the Western Australian OSH Act 1984 As specified in Section 3 (‘Object’), the main objective of the WHS Act is ‘…to provide for a balanced and nationally consistent framework to secure the health and safety of workers and workplaces…’ This objective is to be achieved through the Act by:  Protecting workers and other persons against harm to their health, safety and welfare through the elimination or minimization of risks arising from work (or specified types of substances or plant)  Providing for fair and effective workplace representation, consultation, co-operation and issue resolution in relation to work health and safety  Encouraging unions and employer organizations to take a constructive role in promoting improvements in WHS practices, and assisting persons conducting businesses or undertakings (PCBUs) and workers to achieve a healthier and safer working environment  Promoting the provision of WHS advice, information, education and training  Securing compliance with the Act through effective and appropriate compliance and enforcement measures The express objectives of the Victorian OHS Act, as stated in Section 2 (‘Objects’) are to:  Secure the health, safety and welfare of employees and other persons at work  Eliminate workplace health, safety and welfare risks at the source  Ensure the health and safety of members of the public is not placed at risk by the conduct of undertakings by employers and self-employed persons  Involve employees, employers, and organizations representing those persons, in the formulation and implementation of health, safety and welfare standards. For all purposes under the Act, the term ‘health’ includes psychological health (per Section 5 [Definitions]). Underpinning Principles: Under section 4 (‘Principles of health and safety protection’), five (5) key health and safety principles underpin the Act: 1. Employees, other persons at work and members of the public must be given the highest level of protection against risks to their health and safety that is reasonably practicable in the circumstances The express objectives of the Western Australian OHS Act (per Section 5 [‘Objects’]) are to:  Promote and secure the safety and health of persons at work  Protect persons at work against hazards  Assist in securing safe and hygienic work environments  Reduce, eliminate and control the hazards to which persons are exposed at work  Foster cooperation and consultation between, and to provide for the participation of, employers and employees and associations representing them in the formulation and implementation of safety and health standards  Provide for formulation of policies and for the coordination of the administration LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 37 of 167  Appropriately scrutinizing and reviewing of actions taken by persons exercising powers and performing functions under the Act  Providing a framework for continuous improvement and progressively higher standards of work health and safety  Maintaining and strengthening the national harmonization of WHS laws and to facilitate a consistent national approach in all jurisdictions. For all purposes under the Act, the term ‘health’ means physical and psychological health (per Section 4 [Definitions]). Underpinning Principle: The key principle underpinning the Act is that workers and other persons should be given the highest level of protection against harm to their health, safety and welfare from hazards and risks arising from work (or specified types of substances or plant) as is reasonably practicable. The term ‘reasonably practicable’ means what could reasonably be done at a particular time to ensure health and safety measures are in place (as defined in Section 18 of the Act). 2. People who control or manage matters that create (or may create) health or safety risks in the workplace are responsible for eliminating or reducing those risks so far as is reasonably practicable 3. Employers and self-employed persons should be proactive, and take all reasonably practicable measures, to ensure health and safety at workplaces and in the conduct of undertakings 4. Information and ideas about risks to health and safety and how to control them should be shared between employers and employees 5. Employees are entitled, and should be encouraged, to be represented in relation to health and safety issues. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 38 of 167 4.2 WHO IS RESPONSIBLE FOR A SAFE WORKPLACE? From 1 January, 2012 the Commonwealth, state and territory governments (excluding Victoria) introduced a new harmonised work health Work health and safety legislation is the organisation of the common law duty of care. This means that all duty holders must do everything that is ‘reasonably practicable’ to protect the work health and safety of everyone at the workplace. This duty of care falls on all:  Employers  Company directors  Managers  Supervisors  Employees  WHS representatives and committees  Contractors Workers have a responsibility to:  take reasonable care for their own health and safety  take reasonable care for the health and safety of others  comply with any reasonable instructions, policies and procedure given by their employer, business or controller (or other PCBU) of the workplace PCBU in WHS legislation means ‘person conducting a business or undertaking.' Employers have a responsibility to:  talk to their workers to identify any potential hazards  put systems in place for the safe use and maintenance of plant and machinery, such as machine guards  provide suitable information, instruction and supervision, especially to new workers  ensure there are adequate workplace facilities including toilets, drinking water, washing and eating facilities and first aid  record any workplace incidents in a register of injuries and respond to hazards quickly  prepare emergency plans  manage the risks of any remote and isolated work  have a return to work program to help injured workers with their recovery and return to work  provide information on the safe use of equipment etc. What is ‘reasonably practicable?’ This health and safety term means doing what you can, within reason, to ensure the health of safety of others. In other words, if you’ve taken practical and realistic measures to be safe at work, or when a potentially dangerous situation arises, done everything possible to respond, you’ve been ‘reasonably practicable.’ 4.3 DUTY OF CARE This term when used in a WHS/OHS context applies to both employers and employees in the workplace. Both parties share responsibility for creating and maintaining a safe work space. Employers have a duty of care to provide a safe methods of working and a safe environment and employees have a duty of care to follow LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 39 of 167 whatever directions they are given by the employer and to not act in a way that poses a risk to themselves or those around them. Induction training The National Standard for Construction Work [NOHSC: 1016 (2005)] (the National Standard), aims to protect persons from the hazards associated with construction work. This Code of Practice provides guidance to persons working in the general and residential construction sectors on the types of induction training that may be needed to provide construction workers with an awareness and understanding of common hazards on construction sites and how they should be managed. Induction training requirements by state In Victoria: Two types of OHS induction training are required before starting work on construction projects – construction induction training and site induction. All people performing construction work require proof that they have completed a general OHS construction induction for the industry. The induction training must be provided by a Registered Training Organisation (RTO). In New South Wales and Queensland: Three types of WHS induction training are required before starting work on construction projects: (1) Construction induction training; (2) Site induction and (3) Task specific induction. (1) General induction - provides persons entering the construction industry with a basic knowledge of requirements under OHS laws, the common hazards and risks likely to be encountered on construction sites and how these risks should be controlled. (2) Site induction - provides information and instruction to anyone engaged on a particular construction site with a knowledge of the contractor’s rules and procedures for site safety, emergency management, the supervisory and reporting arrangements and other site-specific issues. (3) Task-specific induction - provides information and instruction to anyone undertaking a particular construction activity of the risk factors and control measures relating to that task. All people performing construction work require proof that they have completed a general WHS construction induction for the industry. The induction training must be provided by a Registered Training Organisation (RTO). 4.4 EVIDENCE OF TRAINING An employer must accept any of the following items as evidence that the worker has completed their construction induction training. In Victoria:  A construction induction card issued by Work Safe following successful completion of induction training by an RTO LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 40 of 167  A ‘red card’, which shows that the person completed the previous Victorian Construction Industry Basic Induction Course, which existed before 1 July 2008. Red cards remain valid after 1 July 2008, and do not need to be transferred to construction induction cards  A construction statement of attainment issued by an RTO, pending processing of a construction induction card  Recognised evidence of construction induction training (e.g. a statement or card issued under similar requirements in another Australian state or territory) White Card: A White Card course prepares an individual working in construction with the knowledge and skills to work safely. After obtaining the card, he or she will adhere to the regulations prescribed by the OHS in the state of Victoria. In New South Wales:  A construction induction card (previously known a White Card) issued by WorkCover following successful completion of induction training by an RTO  A construction statement of attainment issued by an RTO, pending processing of a construction induction card  Recognised evidence of construction induction training (e.g. a statement or card issued under similar requirements in another Australian state or territory) Construction Induction Card (CIC): A CIC course prepares an individual working in construction with the knowledge and skills to work safely. After obtaining the card, he or she will adhere to the regulations prescribed by the WHS Act in the state of NSW. In Queensland:  A construction induction card (previously known a Blue Card) issued by WorkCover following successful completion of induction training by an RTO  A construction statement of attainment issued by an RTO, pending processing of a construction induction card  Recognised evidence of construction induction training (e.g. a statement or card issued under similar requirements in another Australian state or territory) Construction Induction Card (CIC): A CIC course prepares an individual working in construction with the knowledge and skills to work safely. After obtaining the card, he or she will adhere to the regulations prescribed by the WHS Act in the state of QLD. 4.5 RISK The constantly changing nature of construction work distinguishes it from other types of work. Different hazards and risks emerge on a daily basis and coordination of work to manage risk is further complicated by:  Staggered commencement and conclusion of stages of a construction project  High turnover of workers and temporary workplaces  The prevalence of contractors and subcontractors in a highly competitive market LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 41 of 167 The hazards faced by construction workers are many and varied. The main causes of injury and death are:  Manual handling  Slips, trips and falls  Electrocution  Structural collapse  Working with powered plant and equipment  Roadside traffic Legislation, Acts and Regulations by State The Act in Victoria: The Occupational Health and Safety Act 2004 (the Act) is the cornerstone of legislative and administrative measures to improve occupational health and safety in Victoria. The Act sets out the key principles, duties and rights in relation to occupational health and safety. The general nature of the duties imposed by the Act means that they cover a very wide variety of circumstances, do not readily date and provide considerable flexibility for a duty holder to determine what needs to be done to comply. The Regulations in Victoria: The Occupational Health and Safety Regulations 2007 are made based on the Act. They specify the ways duties imposed by the Act must be performed, or prescribe procedural or administrative matters to support the Act, such as requiring licenses for specific activities, keeping records, or notifying certain matters. The Act in New South Wales: The legislation in NSW for workplace health and safety is the Work Health and Safety Act 2011. The Act sets out the key principles, duties and rights in relation to workplace health and safety. The general nature of the duties imposed by the Act means that they cover a very wide variety of circumstances, do not readily date and provide considerable flexibility for a duty holder to determine what needs to be done to comply. The Regulations in New South Wales: The Work Health and Safety Regulation 2011 are made based on the Act. They specify the ways duties imposed by the Act must be performed, or prescribe procedural or administrative matters to support the Act, such as requiring licenses for specific activities, keeping records, or notifying certain matters. The Act in Queensland: The legislation in QLD for workplace health and safety is the Work Health and Safety Act 2011. The Act sets out the key principles, duties and rights in relation to workplace health and safety. The general nature of the duties imposed by the Act means that they cover a very wide variety of circumstances, do not readily date and provide considerable flexibility for a duty holder to determine what needs to be done to comply. The Regulations in Queensland: The Work Health and Safety Regulation 2011 are made based on the Act. They specify the ways duties imposed by the Act must be performed, or prescribe procedural or administrative matters to support the Act, such as requiring licenses for specific activities, keeping records, or notifying certain matters. Policy Not every term in legislation is defined or explained in detail. Also, sometimes new circumstances arise (like increases in casual and contract work, or completely new industries with new technologies which produce new LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 42 of 167 hazards) which could potentially impact on the reach of the law. Therefore, from time to time WorkCover or WorkSafe must make decisions about how it will interpret something that is referred to in legislation, or act on a particular issue, to ensure clarity. In these circumstances, WorkCover or WorkSafe will develop a policy. A policy is a statement of what WorkCover or WorkSafe understands something to mean, or what WorkCover/WorkSafe will do in certain circumstances. 4.6 LICENCE TO PERFORM HIGH RISK WORK Again, the requirements differ from state to state. You should be familiar with the requirements for the state in which your work. In Victoria: A licence to perform high risk work is required before undertaking any of the following work:  High risk work (e.g. scaffolding and rigging, operating cranes and forklifts, and using boilers and other pressure equipment)  Removing specific types and amounts of asbestos  Operating a major hazard facility  Using scheduled carcinogens  Transporting dangerous goods  Using dangerous goods that pose a security concern (High Consequence Dangerous Goods) Compliance codes in Victoria: Compliance codes provide practical guidance to those who have duties or obligations under the OHS Act. They aim to provide easy to understand information on how to comply. This information, if applied appropriately, will mean those who follow it are deemed to have complied with their obligations under the OHS Act. The eight compliance codes now available are (*these codes replace existing Codes of Practice):  Communicating occupational health and safety across languages*  Workplace amenities and work environment*  Confined spaces*  First aid in the workplace*  Prevention of falls in general construction*  Foundries*  Managing asbestos in workplaces The codes were developed after extensive consultation with industry, employers, employees, governmental agencies and the community to provide greater certainty about what constitutes compliance under the OHS Act. If conditions at the workplace, or the way work is done, raise different or additional risks not covered by the compliance code, compliance needs to be achieved by another means. WorkSafe publishes guidance to assist with this process at www.worksafe.vic.gov.au. Evidence of a failure to observe a compliance code may be used as evidence in proceedings for an offence under the OHS Act or Regulations. A WorkSafe inspector may cite a compliance code in a direction, or as a condition in an improvement notice or a prohibition notice as a means of achieving compliance. In New South Wales: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 43 of 167 A High Risk Work (HRW) licence is required to operate or use equipment such as forklifts, cranes (including tower cranes, mobile cranes, vehicle loading cranes, bridge and gantry cranes), hoists (including personnel and materials hoists), concrete placing booms, elevated work platforms and pressure equipment (boilers, turbines and steam engines) as well as for dogging, rigging and erecting scaffolding. Codes of practice in New South Wales: A code of practice provides detailed information on how you can achieve the standards required under the work health and safety laws. These do not replace the WHS laws, but codes of practice can be issued to help make understanding what you have to do a little easier. An inspector can refer to a code of practice when issuing an improvement or prohibition notice. Under the Work Health and Safety Act 2011, codes of practice are admissible in court proceedings. Courts may regard a code of practice as evidence of what is known about a hazard, risk or control, and rely on it to determine what is 'reasonably practicable' in the circumstances to which the code relates. It is recognised that equivalent or better ways of achieving the required work health and safety outcomes may be possible. For that reason compliance with codes of practice is not mandatory providing that any other method used provides an equivalent or higher standard of work health and safety than suggested by the code of practice. You should be familiar with the Construction Work Code of Practice July 2014 issued by NSW WorkCover which provides guidance to principal contractors and other persons conducting a business or undertaking who carry out construction work on how to meet the health and safety requirements under the WHS Act and Regulations relating to construction work. In Queensland: You should be familiar with the Queensland Code of Practice for the Building and Construction Industry. 4.7 BUILDING SAFETY SIGNS Health and safety laws require that people on or near construction sites are warned of all hazardous activities taking place. Before any construction work begins, builders must ensure that an adequate number of general safety signs, depending on the size and complexity of the job site, are erected at the workplace. Safety signs give a specific message where exposure to a workplace hazard is possible. The message may be to:  prevent accidents  signify health hazards  indicate the location of fire equipment  give guidance or instruction in an emergency The Australian Standard 1319 sets the design standard for all workplace safety signs. There are different categories of signs according to the message they send. Prohibition Signs – these indicate something you should not do. They have a red border with a line through it, a white background and black symbol. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 44 of 167 Mandatory Signs – These tell you that you must wear special safety equipment or PPE. They have a solid blue circle with a white symbol. Hazard Warning Signs – These warn of a danger or risk to your safety. They are a yellow triangle with a black border and black symbol. Emergency Information Signs – These show where emergency equipment is kept. They are a solid green square or rectangle with a white symbol or text. Fire Signs – These show the location of fire alarms and fire-fighting equipment. They are a solid red rectangle with white text. Dangerous Good Signs (also known as hazardous chemical signs) - These are defined in the Australian Dangerous Good Code. They indicate what are used in a tank or package and how it must be transported, stored and handled. 4.8 APPLYING SAFETY KNOWLEDGE It is a legal requirement that legislation, standards and applicable codes of practice are applied to standard business practices. Supervisors and directors of organisations carefully assess if the activities and practices that are documented and completed in a way that supports both the aim of the company but also complies with legislation and regulations. Researching legislative and regulatory requirements must be completed on an on-going basis this should be done by individuals who feel comfortable reading legislation and regulations. Most states and territories produce guides to support legislation and can help you narrow down knowledge required. Each of these guides summarise important aspects of legislation. Each organisation must include a variety workplace health and safety information and data that could include: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 45 of 167  Compensation claims data  First aid data  Incident reports  Injury reports  Risk assessments  Safe work procedures  Training information and data  WHS/OHS consultation and participation records Industry best practice will vary depending upon the trades involved. When determining the best practice for your site, you need to look at the:  Site activities  Trades involved  Requirements of the plans and specifications  Environmental conditions  Local authority factors  Permit conditions Summary Construction work is high risk. Workplace health and safety in Australia is directed by a system of laws, regulations and compliance codes which set out the responsibilities of employers and workers to ensure that safety is maintained in the workplace. A number of industry bodies have been set up in each State to assist with reducing the number of workplace accidents and incidents. These organisations aim to help reduce workplace injuries, enforce safety laws, provide insurance, help injured workers re-enter the workforce and manage compensation schemes. In Victoria the governing body is called WorkSafe, in NSW and QLD the governing body is called WorkCover. The main causes of injury and death in the construction industry are:  Manual handling  Slips, trips and falls  Electrocution  Structural collapse  Working with powered plant and equipment  Roadside traffic OHS/WHS and duty of care apply to both employers and employees in the workplace. Both parties share responsibility for creating and maintaining a safe work space. Employers have a duty of care to provide a safe methods of working and a safe environment and employees have a duty of care to follow whatever directions they are given by the employer and to not act in a way that poses a risk to themselves or those around them. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 46 of 167 Learning Activity 4.1 – Research Legislation This Activity may be completed in pairs. 1. Research the Occupational Health and Safety Act 2004 and outline the main requirements of the Act. 2. List four codes of practice relevant to the construction industry. 3. Explain ‘duty of care.’ 4. Explain the employer OHS responsibilities to ensure consultation requirements are met. 5. Explain the employee OHS responsibilities to ensure consultation requirements are met. 6. Explain the importance of site signage. 7. In your own words, explain what a White Card is and the benefits of having this on a construction site. You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 47 of 167 SECTION 5: ACTS, STANDARDS, REGULATIONS AND CODES There are so many aspects to building legislation, so let’s begin this section by breaking it down state by state. 5.1 STATE OVERVIEW In Victoria: Victoria's building legislation system was set up under a Victorian Act of Parliament entitled the Building Act 1993. The Act introduced major changes in building controls to improve the Victorian building industry. Of particular note, the Act introduced building permit approvals by private building surveyors. It also introduced compulsory registration and insurance for builders and certain other categories of building practitioners. These innovations have been designed to assist building owners, building surveyors and other industry practitioners to produce buildings that are safe, liveable and energy efficient in a cost effective and timely manner for all Victorians. What legislation governs the building activity? All building work must comply with the Building Act 1993 (the Act), Building Regulations 2006 (the Regulations) and the Building Code of Australia (the BCA) unless specifically exempted. The Act sets out the legal framework for the regulation of construction of buildings, building standards and maintenance of specific building safety features in Victoria. The objectives of the Act include:  To establish, maintain and improve standards for the construction and maintenance of buildings  To facilitate the adoption and efficient application of national uniform building standards and the accreditation of building products  To enhance the amenity of buildings and protect the safety and health of people who use buildings  To facilitate and promote the cost-effective construction of buildings  To provide an efficient and effective system for issuing building and occupancy permits The Regulations are derived from the Act and contain, amongst other things, the requirements relating to building permits, building inspections, occupancy permits, and enforcement of the Regulations and maintenance of buildings. The Regulations reference the BCA as a technical reference that must be complied with. Where does the building commission fit in? The Building Commission and statutory bodies were established by the Building Act 1993 to administer Victoria's building regulation system. The four statutory bodies established by the Building Act 1993 are the:  Building Advisory Council  Building Regulations Advisory Committee  Building Practitioners Board  Building Appeals Board The Commission and the four statutory bodies:  Regulate the Victorian building industry LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 48 of 167  Register 17,000 building practitioners in Victoria  Informs consumers of their rights and responsibilities when building and renovating  Administer building legislation, the Building Act 1993 and Building Regulations 2006  Advise the Minister for Planning and the Victorian Government on building policy  Resolve disputes as part of the Building Advice & Conciliation Victoria service  Accredit building products, construction methods, designs, components and systems associated with building  Determine disputes and appeals arising from the Building Act 1993  Communicate building legislation changes  Promote improved building standards both nationally and internationally  Provide comprehensive information on building activity  Facilitate research and development in the building industry  Promote use of leading information technology and telecommunications technology  Encourage sustainable building design and construction In New South Wales: The Home Building Regulation 2014 covers the following:  Contracting for residential building work and specialist work  Contractor licences, certificates and owner-builder permits  Resolution of building disputes and building claims  Advertising  Insurance requirements  Exemptions  Fees  Register (details of contractors licensed under the Act) Queensland: The Building Act 1975 is the legislation which covers building work in Queensland. This Act regulates building development approvals, building work, building classification, building certifiers and pool safety inspectors. It provides particular matters about swimming pool safety, sustainable buildings and other purposes. The Act is supported by the Building Regulation 2006. 5.2 NATIONAL CONSTRUCTION CODE (NCC) The Australian Building Codes Board (ABCB) oversees the publication of the National Construction Code (NCC). The ABCB comprises representatives of the Australian, state and territory governments, as well as local government representatives and four building industry representatives. The ABCB has an independent chairperson and a number of full time staff that assist it in achieving its goals. The NCC comprises four components, three volumes and an appendix:  National Construction Codes Series Volume One: Building Code of Australia Class 2 to 9 Buildings; Volume One Appendices – Variations and Additions.  National Construction Codes Series Volume Two: Building Code of Australia Class 1 and 10 Buildings.  National Construction Code Series Volume Three: Plumbing Code of Australia LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 49 of 167 Each state and territory adopts the NCC into its own legislation as the technical basis of its building regulations. Therefore, the NCC is part of the law throughout Australia and you need to comply with it, unless the law provides a process through which you can be granted a dispensation. The goals of the NCC are to enable the achievement and maintenance of acceptable standards of structural sufficiency, safety (including safety from fire), health and amenity for the benefit of the community now and in the future. The NCC contains technical provisions for the design and construction of buildings and other structures, covering such matters as structure, fire resistance, access and egress, services and equipment, and certain aspects of health and amenity. You can find more information on the ABCB website (www.abcb.gov.au). 5.3 THE BUILDING CODE OF AUSTRALIA The Building Code of Australia (BCA) is produced and maintained by the Australian Building Codes Board (ABCB) on behalf of the Australian Government and State and Territory Governments. It is a uniform set of technical provisions for the design and construction of buildings and other structures. It is fully performance based and allows for state variations to provide additional requirements or cater for specific community expectations. A performance based approach defines the way of achieving a specified outcome without prescribing a particular method. The BCA has been given the status of building regulations by all States and Territories. The BCA is split into two volumes.  Volume 1 deals with buildings in Classes 2 to 9  Volume 2, also known as the Housing Provisions, deals with buildings of Class 1 and 10 The BCA classifies buildings by their use. A building may be made up of a number classes if it has a mixed use. The BCA identifies the following building classes for Volume 2:  Class 1(a) A single dwelling or attached dwellings (e.g. terrace, duplex, etc.) where each dwelling is separated by a fire wall;  Class 1(b) One or more buildings that constitute a boarding house, guests house, hostel of small scale (i.e. not exceeding 12 persons or 300m2 in floor area);  Class 10(a) A non-habitable building being a private garage, shed or the like;  Class 10(b) A structure (e.g. a fence, wall, mast, swimming pool, etc.) Volume one is split into nine sections, with the first section containing General/ administrative provisions and the remainder containing technical provisions. Volume two is split into three sections. They are: (Section 1) General Provisions  This contains information such as definitions, how buildings are to be classified and the list of guidance documents such as Australian Standards that have been referenced by the BCA as ‘deemed-to-satisfy’ solutions. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 50 of 167 (Section 2) Performance Provisions  This section is further split into five subsections entitled Structure, Damp and Weatherproofing, Fire Safety, Health and Amenity and Safe Movement and Access. Within each subsection the Objectives, Functional Statements and performance requirements are stated. (Section 3) Acceptable Construction  This section, also known as the acceptable construction manual, contains the ‘deemed-to-satisfy’ building solutions for Class 1 and 10 buildings. The section is split into 11 subsections, namely Site Preparation, Footings and Slabs, Masonry, Framing, Roof and Wall Cladding, Glazing, Fire Safety, Health and Amenity, Safe Movement and Access, Additional Construction Requirements and Structural Design manuals. The BCA Goal The goal of the BCA is to enable the achievement of nationally consistent, minimum necessary standards of relevant, health, safety (including structural safety and safety from fire), and amenity and sustainability objectives efficiently. This goal is applied so:  There is a rigorously tested rationale for the regulation  The regulation generates benefits to society greater than the costs (that is, net benefits)  The completive effects of the regulation have been considered and the regulation is no more restrictive than is necessary in the public interest  There is no regulatory or non-regulatory alternative that would generate higher net benefits What does the BCA cover? The BCA contains technical provisions for the design and construction of buildings and other structures, covering such matters as structure, fire resistance, services and equipment, and energy efficiency as well as certain aspects of health and amenity. Hierarchy of the Performance-Based BCA The performance-based BCA was drafted after consideration of numerous overseas models (including the New Zealand, British, Swedish and Dutch examples) to suit the Australian building regulatory environment. This has meant that the performance-based BCA substantially includes the technical requirements from the previous BCA90, with a 'performance hierarchy' built around them. The hierarchy of the BCA is shown below. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 51 of 167 The following is an explanation of the terms used and how they operate in practice. Level 1 lists the Objectives. These items represent the reason the community wants a matter regulated. They are primarily expressed in general terms, and usually refer to the need to safeguard people and protect adjoining buildings or other property. An example of an Objective from the BCA is: ‘To safeguard the occupants from injury or loss of amenity caused by inadequate height of a room or space.’ Level 2 includes the Functional Statements. These set out in general terms for how a building could be expected to satisfy the Objectives (or community expectations). An example of a Functional Statement from the BCA is: ‘A building is to be constructed to provide height in a room or space suitable for the intended use.’ Level 3 contains the Performance Requirements. These outline a suitable level of performance that must be met by building materials, components, design factors, and construction methods in order for a building to meet the relevant Functional Statements and, in turn, the relevant Objectives. The Performance Requirements are the core of the BCA and are the only parts of the code with which compliance is mandatory. An example of a performance Requirement in the BCA is: ‘A room or space must be of a height that does not unduly interfere with its intended function.’ Level 4 contains Building Solutions that set out the means of achieving compliance with the Performance requirements. The BCA provides for two methods that can be followed to develop a Building Solution. Level 4a includes the Deemed-to-Satisfy Provisions. These include examples of materials, components, design factors, and construction methods which, if used, will result in compliance with the Performance Requirements of the BCA. An example of a Deemed-to-Satisfy Provision in the BCA is: ‘Ceiling heights must be not less than 2.4 metres in a habitable room.’ LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 52 of 167 Level 4b lists the Alternative solutions. The key to the performance-based BCA is that there is no obligation to adopt any particular material, component, design factor or construction method. An approval authority may still issue an approval if it differs in whole or in part from Deemed-to-Satisfy Provisions described in the BCA if it can be demonstrated that the design complies with the relevant Performance Requirement. New South Wales specific: Construction work code of practice The Code of Practice for Construction Work is an approved code of practice under section 274 of the Work Health and Safety Act (the WHS Act). An approved code of practice is a practical guide to achieving the standards of health, safety and welfare required under the WHS Act and the Work Health and Safety Regulations (the WHS Regulations). This Code should be read in conjunction with other codes of practice on specific hazards and control measures relevant to the construction industry including:  Demolition Work  Excavation Work  Managing the Risk of Falls at Workplaces  Managing Noise and Preventing Hearing Loss at Work  Preventing Falls in Housing Construction  Confined Spaces  Hazardous Manual Tasks  How to Manage and Control Asbestos in the Workplace,  How to Safely Remove Asbestos NSW Building and Construction Industry code of practice for procurement: Building and construction The Code of Practice for Procurement outlines how the New South Wales Government will conduct its procurement activities when interacting with the private sector. The Code sets the framework for all business relationships by:  Establishing the standards of behaviour expected from government agencies (as clients), tenderers, service providers, employer and industry associations and unions  Requiring a strong commitment to continuous improvement and best practice performance by all participants in the supply chain The Implementation Guidelines to the New South Wales Code of Practice for Procurement: Building and Construction (the Guidelines) have been in force since 1 July 2013. These apply to building and construction companies that bid or tender for NSW Government infrastructure work. The Guidelines reflect the NSW Government’s commitment to greater productivity within the State’s building and construction industry, and are designed to ensure that the NSW Government maximises value for money on its spending on infrastructure projects. In particular, the Guidelines are directed to supporting outcomes associated with compliance with the law, productivity, safety and freedom of association. The Construction Compliance Unit has been established within NSW Industrial Relations to monitor compliance with, and receive reports of alleged breaches of the Guidelines. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 53 of 167 Queensland specific: Queensland development code The Building Code of Australia provides a nationally uniform set of technical building standards. However, it currently contains numerous additional provisions specific to Queensland. As the number of these provisions increases, it is not practical to include them in the national code. For example, new mandatory standards for Queensland, such as 'Fire safety in budget accommodation', are included in the Queensland Development Code rather than the Building Code of Australia. Some of the Queensland variations to the Building Code of Australia are inserted into the Queensland Development Code. The application of these standards is mandatory and is enforceable by building certifiers. If there is an inconsistency between the Building Code of Australia and the Queensland Development Code, the Queensland Development Code prevails. Queensland Government Building and Construction Industry Payments Act The Building and Construction Industry Payments Act 2004 (Payments Act) ensures that all parties in the contractual chain are given sufficient protection to receive payment for work undertaken. It applies to all commercial construction contracts, including the supply of related goods and services, in Queensland. While the Payments Act does not cover residential building work, a subcontractor on a residential project can call upon the Payments Act to obtain payment from the contractor. To gain protection under the Payments Act, you must adhere strictly to the provisions and procedures set out for progress payments, including payment claims, payment periods and payment schedules. The Domestic Building Contracts Act The Domestic Building Contracts Act 2000 regulates certain domestic building contracts, among other purposes. The purpose of the act in regulating domestic building contracts is to:  Achieve a reasonable balance between the interests of building contractors and building owners  Maintain appropriate standards of conduct in the building industry. The Act is administered by the Queensland Building and Construction Commission (QBCC). If you carry out domestic building work valued at more than $3,300 in Queensland, the Domestic Building Contracts Act requires you to have a written contract with your clients, and to give them a signed copy and a QBCC-approved Contract Information Statement. Subcontractors Charges Act The Subcontractors’ Charges Act 1974 enables subcontractors to secure a statutory charge over money owed (or allegedly owed) to them by their contractor. In effect, the charge is handed to the principal (owner) to secure disputed money away from the contractor. The money is then frozen pending a final resolution through the courts. The Act is administered by the Queensland Building and Construction Commission. Code of Practice for Construction Work The Code of Practice for Construction Work is an approved code of practice under section 274 of the Work Health and Safety Act (the WHS Act). An approved code of practice is a practical guide to achieving the standards of health, safety and welfare required under the WHS Act and the Work Health and Safety Regulations (the WHS Regulations). This Code should be read in conjunction with other codes of practice on specific hazards and control measures relevant to the construction industry including:  Demolition Work  Excavation Work LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 54 of 167  Managing the Risk of Falls at Workplaces  Managing Noise and Preventing Hearing Loss at Work  Preventing Falls in Housing Construction  Confined Spaces  Hazardous Manual Tasks  How to Manage and Control Asbestos in the Workplace,  How to Safely Remove Asbestos 5.4 WHAT IS A STANDARD? Standards are published documents setting out specifications and procedures designed to ensure products, services and systems are safe, reliable and consistently perform the way they were intended to. They establish a common language, which defines quality and safety criteria. Standards may come in the form of documents such as:  Australian Standards®  International Standards and Joint Standards  Codes  Specifications  Handbooks  Guidelines These documents are practical and do not set impossible goals. They are based on sound industrial, scientific and consumer experience and are constantly reviewed to ensure they keep pace with new technologies. They cover everything from consumer products and services, construction, engineering, business, information technology, human services to energy and water utilities, the environment and much more. Australian Standards make a sustained contribution to generating national wealth, improving our quality of life, increasing employment, improving safety and health and using our national resources more efficiently. Codes, Acts, regulations and standards in the construction industry include things such as the latest editions of:  AS1720 Timber structures  AS3600 Concrete structures  AS4100 Steel structures  relevant Australian building and construction standards  relevant state or territory fair trading Acts and regulations  relevant state, territory and local authority planning and other approval requirements  Timber Framing Code of Australia 1684 LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 55 of 167 The benefits of standards 1. Standards protect Australians Australians at home, at play and at work are made safer by Standards. Traffic lights, footpaths, power points, seatbelts and child restraints, smoke and fire alarms are all underpinned by Australian Standards. Standards give businesses and consumer’s confidence that the goods and services they are developing or using are safe, reliable and will do the job they were intended for. They protect Australian tradesmen - builders, electricians, plumbers - and their customers. 2. Standards support Australian innovation Standards provide a platform on which to build new and exciting ideas. As our world changes, new Standards are introduced to reflect the latest technologies, innovations and community needs - redundant Standards are discarded. New risk management Standards have improved business practice while information and communications technology Standards have helped the spread of 'cutting edge' technology across emerging industry practice. 3. Standards boost Australian production and productivity Standards save businesses time and money, as well as serving to cut production costs. They drive economies of scale, the use of common parts and specifications, help cut energy bills and foster new technologies. The Federal Government uses Australian and international record-keeping Standards to handle and move information around its vast networks. Small businesses become more efficient and grows by using Standards, guidelines and handbooks developed by industry experts. 4. Standards make Australian businesses more competitive Products that comply with Australian Standards have a competitive edge over products that don't - consumers know the difference. Businesses know products made to Australian Standards have more credibility. Australian exporters using international Standards have a head start when they move into overseas markets. 5. Standards link Australia to the world Standards ensure products manufactured in one country can be sold and used in another. For example, a nut made in Melbourne fits a bolt made in London. Standards reduce technical barriers to international trade, increase the size of potential markets and position Australian firms to compete in the world economy. Around 70 per cent of all new Australian Standards are based on international equivalents. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 56 of 167 6. Standards compliment Australian regulation and make markets work better Around a third of all Australian Standards form some part of Territory, State or Federal law. They are at the heart of the Australian Building Code and the Trade Practices Act. Standards help make laws and regulations consistent across Australia. By using a Standard, a South Australian consumer law becomes consistent with a NSW fair trading regulation. Standards offer an alternative to regulation, with less red tape and business costs, while still providing security for families and small business consumers. 7. Working on Australian Standards rewards participants Being a part of an Australian Standards development team has its own rewards - increased knowledge, stronger business networks and competitive advantages. There is no better personal satisfaction than knowing an Australian Standard has made the world a safer place. 5.5 COMMON STANDARDS The current edition of the Building code of Australia (BCA) references approximately 160 Australian and International Standards. Typically each year, the BCA is updated and released in May by the Australian Building Codes Board (ABCB). Here is a list of common standards that area referenced in the BCA that apply to domestic building work:  AS 3700-2001 - Masonry structures  AS 1684.4-2010 - Residential Timber framed construction  AS 2870 - Residential slabs and footings-construction  AS 1288 - Glass in buildings  AS 3959-2009 - Construction of buildings in bushfire-prone areas  AS 3740 - Waterproofing of wet areas in residential buildings Victoria specific Building Regulations: Building Regulations 2006 The Building Regulations 2006 is the main set of regulatory documentation governing building in Victoria and sets out many Australian standards. The Building Regulations are incorporated into the Building Act, and contain amongst other things, the requirements, relating to building permits, building inspections and occupancy permits. The Building Regulations are enforced and administered by building surveyors, Local Government, and the Building Commission. The objectives of the regulations are, among other things, to prescribe standards for the construction and demolition of buildings. The Building Regulations often make reference to Australian Standards and the Building Code of Australia (BCA). Australian Standards recommend how design and construction is to be carried out. The Standards are the minimum benchmarks in the industry. Queensland specific Building Regulations: The BCA includes a number of provisions specific to Queensland. As it is not practical to include these in the national code some of the Queensland variations to the Building Code of Australia are inserted into the Queensland Development Code. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 57 of 167 Summary All building work must comply with the relevant Act for your state. The Building Code of Australia (BCA) is produced and maintained by the Australian Building Codes Board (ABCB) on behalf of the Australian Government and State and Territory Governments. The BCA contains technical provisions for the design and construction of buildings and other structures covering such matters as structure, fire resistance, access and egress, services and equipment, and energy efficiency as well as certain aspects of health and amenity. Standards are specifications and procedures designed to ensure products, services and systems are safe, reliable and consistently perform the way they were intended to. The current edition of the Building Code of Australia (BCA) references approximately 160 Australian and International Standards. The National Construction Code is an initiative of the Council of Australian Governments (COAG) developed to incorporate all on-site construction requirements into a single code. The NCC comprises the Building Code of Australia (BCA), Volume One and Two; and the Plumbing Code of Australia (PCA), as Volume Three. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 58 of 167 Learning Activity 5.1 – Research Standards in the Building Industry I This Activity may be completed in pairs. 1. Research and briefly explain the importance of Standards within the building industry. 2. Why do Standards exist? You may use this space to take any notes: Learning Activity 5.2 – Research Standards in the Building Industry II This Activity may be completed in pairs. 1. Select 4 products that are used within the building sector. Research each and determine the relevant building standard for each product. You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 59 of 167 Learning Activity 5.3 – Research Standards in the Building Industry III This Activity may be completed in pairs. 1. Conduct research on the Building Act 1993. 2. Think of a building project you’ve worked on, or one you could work on. 3. Identify three things from the Act you’d need to take into consideration in your work. 4. Based on your findings explain the importance of organisations adhering to the Builders Act 1993. Why should the Act be followed? You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 60 of 167 Learning Activity 5.4 – Building Code Australia This Activity may be completed in pairs. 1. Research the Building Code Australia. 2. What is the goal of the code? 3. Based on your findings explain why this goal (and the code) exists. You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 61 of 167 Learning Activity 5.5 – Penalties This Activity may be completed in pairs. 1. Research and record the penalties for organisations not complying with the BCA on construction sites. You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 62 of 167 SECTION 6: PLANNING AND SUSTAINABILITY Acts relating to environmental sustainability vary state to state, so it is important to have a sound understanding of your state’s Act and how it affects you. 6.1 IN VICTORIA Planning and Environmental Act 1987 The purpose of the Planning and Environmental Act is to establish a framework for planning the use, development and protection of land in Victoria. Scope of the Act The Act sets out procedures for preparing and amending the Victoria Planning Provisions and planning schemes, obtaining permits under schemes, settling disputes, enforcing compliance with planning schemes, and other administrative procedures. The main functions of the Act are to:  set the broad objectives for planning in Victoria  set the main rules and principles for how the Victorian planning system works  set up the key planning procedures and statutory instruments in the Victorian planning system  define the roles and responsibilities of the Minister, councils, government departments, the community and other stakeholders in the planning system The Act is 'enabling' legislation and does not precisely define the scope of planning, how it should be done or the detailed rules that should apply to land use and development. These and other more detailed matters are dealt with by subordinate instruments under the Act, such as the Victoria Planning Provisions, planning schemes, regulations and Ministerial directions. The Planning and Environment Act 1987, the Planning and Environment Regulations 2005 and the Planning and Environment (Fees) Regulations 2000 establish the legal framework for the planning system in Victoria. The main parts of the planning system established by the Act include:  the system of planning schemes that sets out how land may be used and developed  the Victoria Planning Provisions that sets out the template for the construction and layout of planning schemes  the procedures for preparing and amending the Victoria planning provisions and planning schemes  the procedures for settling disputes, enforcing compliance with planning schemes, and other administrative procedures What is ‘Res Code?’ Res Code is a set of planning scheme provisions that applies to residential developments across Victoria. Res Code brings all the objectives and standards for housing together into two documents; the Planning Scheme and the Building Regulations. Res Code applies to the construction or extension of one or more dwellings up to and including three storeys in height (excluding a basement). Environment Environmental legislation particular to the construction industry is governed by the Environment Protection Act 1970. The purpose of this Act is to create a legislative framework for the protection of the environment in Victoria having regard to the principles of environment protection. The Environment Protection Act 1970 was, at its inception, only the second Act in the world to deal with the whole of the environment in a systematic and LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 63 of 167 integrated way. The Act is outcome oriented, with a basic philosophy of preventing pollution and environmental damage by setting environmental quality objectives and establishing programs to meet them. Over the years the Act has evolved to keep pace with the world's best practice in environment protection regulation and to meet the needs of the community. Key aims of the Act include sustainable use and holistic management of the environment, ensuring consultative processes are adopted so that community input is a key driver of environment protection goals and programs and encouraging a co-operative approach to environmental protection In terms of construction, the Environmental Protection Authority (EPA) is the watchdog for the commercial and domestic building industry. The EPA will tend to devote their time working with large commercial builders, whose practices could possibly impact the environment from pollution of land, air, and noise. The EPA will impose fines on companies that breach the EPA Act, and quite often fines will range from thousands to hundreds of thousand dollars. Councils will usually deal with builders not managing their sites, not monitoring their rubbish on site, excessive mud on roads and footpaths, and damage to roads and footpaths. Councils will also impose fines based on excessive noise, storm water run-off, working outside of Council’s starting and finishing times, with builders polluting the land and air, and excessive noise. Sustainability As from 1 May 2011, all new homes, home renovations, alterations and additions will need to comply with a 6 Star Standard under the Building Code of Australia. This aligns Victoria with national energy efficiency measures. The 6 Star Standard applies to the thermal performance of a home, renovation or addition; plus the installation of either a solar hot water system, or a rainwater tank for toilet flushing. Some simple building work that do not require a Building Permit will not be affected by the new regulations. However all new homes and building projects, including home extensions and major renovations, will need to comply with the 6 Star Standard. A 6 Star energy efficiency rating applies to your home's building envelope - its roof, walls, floor and windows. The 6 Star requirements include efficiency standards for lighting but not plug in appliances. Meeting 6 Star Standard compliance is not difficult. It's about good design, particularly at the planning stages. So talk to your building professional early to take advantage of the benefits, such as increased comfort, saving money on energy bills, and making your home more resilient to the impacts of climate change. Carefully selecting your site so your home's orientation takes advantage of solar energy can add up to 1 Star to the rating. 6 Star homes are projected to use 24 per cent less energy through heating and cooling compared to 5 Star homes. This will see Victorians saving a further $100 off their energy bills each year. This is only an average saving. Residents who use their energy features in their home wisely can save even more. If you are intending to build, renovate or extend your home, or re-locate an existing home after 1 May 2011, the design of your new home, extension or renovation will need to take account of the new 6 Star Standard. Your building designer will be able to advise you on how to best achieve this. To reduce the environmental impact of a building it is useful to be able to measure and quantify its performance and compare different options. There is a wide range of rating schemes and assessment tools that measure different aspects of building sustainability. Rating tools provide assessment methods and benchmarks that can be used to set minimum regulatory standards and can encourage better levels of practice that goes beyond those minimum standards. Some rating tools help us to understand better how human behaviour affects a building’s environmental performance The Building Code of Australia (BCA) provides an excellent example of how rating tools can help improve the environmental performance of homes. In most areas of Australia the BCA now requires a minimum energy star LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 64 of 167 rating for new single dwellings of 6 stars as assessed by the Nationwide House Energy Rating Scheme. While the standard of 6 out of the 10 stars available is not best practice, the standard is considerably higher than the average performance of homes built prior to the regulation. 6.2 IN NEW SOUTH WALES Planning in NSW is largely governed by the following two pieces of legislation:  Environmental Planning and Assessment Act 1979 (or “the EP&A Act”) and the  Environmental Planning and Assessment Regulation 2000 (or “the EP&A Regulation”) While the Act and the Regulation provide the overarching structure for planning in NSW, there are a number of other statutory documents that support that structure. The two most commonly used are State Environmental Planning Policies (SEPPs) and Local Environmental Plans (LEPs). Each local government area has a LEP to guide development and protect natural resources such as waterways and heritage within local government areas. LEPs are prepared by local Councils, in consultation with their community and approved by the Minister for Planning (or their delegate). Although the rules and guidelines for land use within local Council areas are dictated to some degree by State Environmental Planning Policies, local Councils can administer more specific rules about land use through their Local Environmental Plans, and can provide additional guidance in their development control plans (DCPs). State Environmental Planning Policies (SEPPs) State Environmental Planning Policies (SEPPs) deal with matters of State or regional environmental planning significance. They are made by the Governor on the recommendation of the Minister for Planning and may be exhibited in draft form for public comment before being published as a legal document. State Environmental Planning Policy (SEPP) No. 65 aims to improve design quality of residential flat buildings of three or more storeys, and containing four or more self-contained dwellings. This Policy applies to:  the erection of a new residential flat building  the substantial redevelopment or the substantial refurbishment of an existing residential flat building  the conversion of an existing building to a residential flat building The Policy recognises that the design quality of residential flat development is of significance for environmental planning for the State due to the economic, environmental, cultural and social benefits of high quality design. SEPP 65 aims to:  ensure that it contributes to the sustainable development of NSW  minimise the consumption of energy from non-renewable resources, to conserve the environment and to reduce greenhouse gas emissions  achieve better built form and aesthetics of buildings and of the streetscapes and public spaces they define  better satisfy the increasing demand, changing social and demographic profile of the community and the needs of the widest range of people from childhood to old age, including those with disabilities  maximise amenity, safety and security for the benefit of occupants and the wider community LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 65 of 167 Local Environmental Plans (LEPs) Local Environmental Plans (LEPs) are an integral part of the NSW planning system. They are created by local Councils in consultation with their community to control the form and location of new development, along with protecting open space and environmentally sensitive areas. LEPs guide planning decisions for local government areas. Through zoning and development controls, they allow Councils and other consent authorities to manage the ways in which land is used. LEPs are the primary planning tool to shape the future of communities and also govern and direct the estimated $29 billion worth of local development that is determined each year. Building approvals Building approvals are overseen by the BCA Certifiers who are accredited building certifiers. They also assist builders to obtain the required approvals and act as the principal certifying authority to ensure mandatory inspections are carried out and issue the occupation certificate when the work is completed. Development consent The development consent is obtained through local council. BCA certifiers are generally not involved at this stage unless they need to ensure your building will comply with the Building Code (BCA) in the first instance and therefore avoid cost and time delays when it comes to the construction certificate. If the development consent approved building does not comply with the BCA and must be changed to make it comply you might have to go back to the council to modify the Development Consent (S.96 application) before the Construction Certificate can be issued. Construction certificate Whereas the DA is about what you can and cannot build on your land and from a planning perspective what your building must include to get consent, the Construction Certificate is about how the building will be constructed including structural and other BCA requirements. As well as a DA and CC, you must also appoint a principal certifying authority (PCA) before you commence work. The PCA carries out mandatory and other inspections during construction and issues the occupation certificate when the building or other structure is completed. Environment The Protection of the Environment Operations Act 1997 (POEO Act) establishes the NSW environmental regulatory framework and includes a licensing requirement for certain activities. The Environment Protection Authority (EPA) administers this Act and works with Federal, State and local government to deliver environmental outcomes in NSW. They enforce environmental legislation and regulations and respond to emergencies and pollution incidents. The legislation and polices that impact on the building industry include:  Managing asbestos during resource recovery of construction and demolition waste  Construction noise  Disposing of household building waste LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 66 of 167 Sustainability The Building Sustainability Index (BASIX) aims to deliver equitable, effective water and greenhouse gas reductions across the state. BASIX is one of the strongest sustainable planning measures to be undertaken in Australia. It is implemented under the Environmental Planning and Assessment Regulation 2000 (EP&A Regulation) and State Environmental Planning Policy (Building Sustainability Index: BASIX) 2004 (the BASIX SEPP). BASIX Certificate You will require this certificate if you intend to submit a development application to a New South Wales local Council to:  Construct a new residential dwelling (such as single house, dual occupancy, townhouse or multi-unit)  Alter, enlarge or extend buildings with more than one dwelling (other than hotels or motels)  Undertake a development for the purpose of building a large swimming pool or spa BASIX encourages the reduction of energy use and greenhouse gas emissions through the following strategies:  Hot water systems – reducing the demand for hot water (by improving water efficiency) and meeting the demand with less greenhouse-gas-intensive water heaters  Heating and cooling – reducing the heating and cooling demand (by improving thermal comfort performance) and meeting the demand with less greenhouse-gas-intensive appropriate heating and cooling systems  Ventilation and exhaust – using natural ventilation where appropriate, and reducing the operation of mechanical ventilation with suitable controls  Lighting – using direct natural lighting where appropriate and energy-efficient lighting  Pools and spas – choosing less greenhouse-gas- intensive water heating and pumping systems  Alternative energy sources – such as photovoltaics, wind turbines and cogeneration  Other energy uses – choosing less greenhouse-gas- intensive cooking facilities, refrigeration, clothes drying and appliances (appliances are an option in multi- dwellings only – not single dwellings)  Central systems (in multi dwellings only) – central hot water, central heating, central cooling, lifts, saunas and other measures A certificate is issued once a Building Sustainability Index (BASIX) assessment has been satisfactorily completed, using the on-line tool. 6.3 IN QUEENSLAND Sustainable Planning Act The Sustainable Planning Act 2009 seeks to achieve sustainable planning outcomes through:  Managing the process by which development takes place  Managing the effects of development on the environment  Continuing the coordination and integration of local, regional and state planning LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 67 of 167 Building approvals You may be required to obtain a Development Approval (DA) from council in accordance with the Sustainable Planning Act 2009. This is predominantly an approval for assessment against the respective Town Planning Schemes from your Local Government area. Once the DA is in place you can be issued with a Building Development Approval (BA) to authorise the commencement of your building work. The DA is obtained through a Town Planning Application to your respective Local Government. After obtaining DA you need to obtain a BA and must appoint a Queensland Licensed Certifier. As opposed to the DA, which gives approval as to what you can build from a town planning perspective, the BA is an approval for how the building will be constructed ensuring compliance with the codes, standards and applicable building control legislation. Environment The key piece of environmental legislation in Queensland is the Environmental Protection Act 1994 (EP Act). The EP Act protects the environment with a focus on ecologically sustainable development. It creates a general duty for all people, companies and government bodies to take all reasonable and practicable steps to avoid harm to the environment. Under the EP Act, it’s an offence to cause harm to the environment. It’s also an offence to not notify authorities if you’re doing an activity and become aware that it’s causing environmental harm. Sustainability The requirements for sustainable buildings in QLD are part of the Queensland Development Code (4.1). It particularly focuses on new houses and townhouses (class 1 buildings) and multi-unit residential buildings (class 2) with regard to:  6-star energy equivalence for houses and townhouses  5-star energy rating for multi-unit residential buildings  optional credits for outdoor living areas, such as decks, verandas and balconies  optional credit for photovoltaic (solar) energy systems  energy efficient lighting  water conservation  energy efficient air conditioners It also provides information on how these provisions apply to alterations or additions to existing dwellings, such as extensions, renovations or relocations. Cleaner Greener Buildings Cleaner Green Buildings is a Queensland Government initiative that lifts the environmental standards for all new homes, offices and government buildings. ClimateQ, the Government's overarching sustainability policy, allocates $450,000 in measures and activities to help achieve the higher environmental standards. The following are the key government actions under Cleaner Greener Buildings:  require that by the end of 2010, new houses and major renovations must meet a 6-star (out of 10) residential energy equivalence rating by the end of 2010, with up to one star achieved through the LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 68 of 167 inclusion of an outdoor living area. And from 1 March 2010, new units will be expected to meet a 5-star (out of 10) residential energy equivalence rating  stop body corporates and developers from banning energy efficient building materials like lighter roofs and solar hot water systems by amending the Body Corporate and Community Management Act 1997  require electricity sub-metering in new office buildings and multi-unit dwellings, giving tenants an incentive for the first time to reduce their own power bills and in turn reduce greenhouse gas emissions  require end of trip facilities for cyclists (including racks, lockers and showers) in all new major developments around key activity centres and in new commercial buildings greater than 2000m2 The Cleaner Greener Buildings initiative is supported by the Building Code of Australia and the Queensland Development Code, which consolidates Queensland-specific building standards into a single document. The code covers Queensland matters outside the scope of, and in addition to, the Building Code of Australia. Parts of the code, such as 4.1 - Sustainable Buildings, have requirements relating to energy efficiency and sustainability. 6.4 GREEN STAR Green Star is a national, voluntary rating system for buildings and communities which has been administered by the Green Building Council of Australia since 2003. There are four rating tools for Green Star accreditation:  Design and as built – this guides the sustainable design and construction of a range of schools, offices, industrial facilities, public buildings, retail centres and hospitals  Interiors – transforming the interiors of everything from offices and hotels to shops and schools  Communities – improving the sustainability of projects at the neighbourhood precinct or community scale  Performance – supporting higher levels of operations efficiency within existing buildings More information on Green Star accreditation can be found on the Green Buildings of Australia website. Summary Victoria Planning legislation is governed by the Planning and Environment Act 1987. Res Code is a set of planning scheme provisions that applies to residential developments across Victoria. The Environmental Protection Authority (EPA) is the watchdog for the commercial and domestic building industry. New homes, home renovations, alterations and additions need to comply with a 6 Star Standard under the Building Code of Australia. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 69 of 167 New South Wales Planning legislation is governed by the Environmental Planning and Assessment Act 1979. The Environmental Protection Authority (EPA) is the watchdog for the commercial and domestic building industry. New homes, home renovations, alterations and additions need to comply with the BASIX Standard. Queensland Planning legislation is governed by The Sustainable Planning Act 2009 which seeks to achieve sustainable planning outcomes through:  Managing the process by which development takes place  Managing the effects of development on the environment  Continuing the coordination and integration of local, regional and state planning The requirements for sustainable buildings in QLD are part of the Queensland Development Code (4.1) Cleaner Green Buildings is a Queensland Government initiative that lifts the environmental standards for all new homes, offices and government buildings. Green Star is a national, voluntary rating system for buildings and communities. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 70 of 167 Learning Activity 6.1 – 6 Star Rating This Activity may be completed in pairs. 1. Research the 6 star rating and briefly explain in your own words what this is. 2. List the 3 factors that must be included (in the plans for a new building) to meet the 6 star rating. You may use this space to take any notes: Learning Activity 6.2 – Planning and Sustainability This Activity may be completed in pairs. 1. Conduct research on your local council to identify the following: a. Environmental requirements that apply to domestic builders. b. Fines that apply when council by-laws are breached. You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 71 of 167 Learning Activity 6.3 – Council Approval This Activity may be completed in pairs. 1. You have been asked to build a double story townhouse located in the inner city of Melbourne. 2. Research to identify what requirements must be met for council to approve your building permit application. List them below. You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 72 of 167 SECTION 7: CONTRACT LAW AND COMMON LAW PRINCIPLES Contract law is a very important branch of the law for people working in the building and construction industry. The vast majority of the contracts pose no problems - they are usually a simple exchange of cash for goods. But when they get more complicated they can, and do, go wrong. This is less likely to occur when the parties involved in the contract understand what they are doing, what their rights and obligations are, and how to recognise potential problems. The purpose of this section is to give you an outline, in simple terms, of contract law and to help you to understand when you need to get professional help. It is intended to give you a basic understanding of what is needed to form a legally binding contract. Common law, also known as case law or precedent, is law developed by judges through decisions of courts and similar tribunals, rather than through legislative statutes or executive branch actions of Government. A ‘common law system’ is a legal system that gives great precedential weight to established common law. 7.1 IN VICTORIA Consumer Affairs Victoria Victoria’s consumer affairs regulator is called Consumer Affairs Victoria. Its purpose is to help Victorians be responsible and inform traders and consumers. To do this, Consumer Affairs Victoria:  Reviews and advises the state government on consumer legislation and industry codes  Advises and educates consumers, tenants, traders and landlords on their rights, responsibilities and changes to the law  Registers and licenses businesses and occupations  Conciliates disputes between consumers and traders, and tenants and landlords  Enforces and ensures compliance with consumer laws Scope The impact of the work is far-reaching. Consumer Affairs advise and assist on topics including renting and accommodation, estate agents, building, shopping and trading. It also licenses or registers and regulates estate agents, introduction agents, motor car traders, travel agents, second-hand dealers and pawnbrokers. Goals The goals of Consumer Affairs Victoria are to:  Empower consumers  Create a competitive, fair and safe trading environment  Protect vulnerable and disadvantaged consumers  Build organisational capability LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 73 of 167 7.2 IN NEW SOUTH WALES NSW Fair Trading The consumer affairs regulator is NSW Fair Trading. Its purpose is to safeguard the rights of all consumers and advises business and traders on fair and ethical practice. It is a division of the NSW Office of Finance and Services (OFS) whose role is to make doing business in NSW simple, accessible and fair for employees, consumers and industry while providing best value for government. Their role is to:  provide services directly to individuals and businesses to create a fair, safe and equitable marketplace  administer laws which set the rules for fairness in the transactions between consumers and traders  investigate unfair practices and ensure that the products sold in NSW are safe and meet their regulations and safety standards  register co-operatives and associations, and issue occupational licences so consumers can trust the people they are dealing with They administer the Australian Consumer Law 2011 (ACL) which includes:  a national unfair contract terms law covering standard form consumer contracts  a national law guaranteeing consumer rights when buying goods and services  a national product safety law and enforcement system  a national law for unsolicited consumer agreements covering door-to-door sales and telephone sales  simple national rules for lay-by agreements  new penalties, enforcement powers and consumer redress options 7.3 IN QUEENSLAND Consumer Affairs QLD The consumer affair s regulator in QLD is the Queensland Office of Fair Trading. Their role is to:  deal with consumer rights, complaints and scams  provide advice to business  regulate licensed industries  provide advice to charities, associations and not-for- profits  provide general fair trading services and resources They administer the Australian Consumer Law 2011 (ACL) which includes:  a national unfair contract terms law covering standard form consumer contracts  a national law guaranteeing consumer rights when buying goods and services  a national product safety law and enforcement system  a national law for unsolicited consumer agreements covering door-to-door sales and telephone sales  new penalties, enforcement powers and consumer redress options LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 74 of 167 7.4 COPYRIGHT Copyright is a set of exclusive rights granted to the author or creator of an original work, including the right to copy, distribute and adapt the work. Copyright does not protect ideas; only their expression. In most jurisdictions copyright arises upon fixation and does not need to be registered. Copyright owners have the exclusive statutory right to exercise control over copying and other exploitation of the works for a specific period of time, after which the work is said to enter the public domain. Uses covered under limitations and exceptions to copyright such as fair use do not require permission from the copyright owner. All other uses require permission. Copyright owners can license or permanently transfer or assign their exclusive rights to others. Initially, copyright law applied to only the copying of books. Over time other uses such as translations and derivative works were made subject to copyright. Copyright now covers a wide range of works, including maps, sheet music, and dramatic works, and paintings, photographs, architectural drawings sound recordings, motion pictures and computer programs Under the Copyright Act of 1968 building designs cannot be copied or used in any way without the owner's consent. Material that is protected by the Copyright Act includes drawings, sketches and plans of houses. It is not necessary to register the documents; copyright protection is automatic. The rule is ‘do not use other’s designs to construct’. You can be sued and the damages can be expensive. Search out the source of the plans you are using until you are completely satisfied that the designs are originals and your use of them will not infringe copyright. Summary Common law, also known as case law or precedent, is law developed by judges through decisions of courts and similar tribunals, rather than through legislative statutes or executive branch actions of Government. Copyright is a set of exclusive rights granted to the author or creator of an original work, including the right to copy, distribute and adapt the work. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 75 of 167 Learning Activity 7.1 – Contract Law I This Activity may be completed in pairs. 1. You have received a detailed complaint from Kelly via email. Kelly’s email details that the wrong brick has been used to build the façade of her house. She specifically requested the upgrade CAT 8 brick for the façade and the CAT 1 brick for the remainder of the house. The ‘brickie’ has used CAT 1 throughout. 2. Detail your approach to solving this issue. How would you respond to Kelly? Write an email response below. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 76 of 167 Learning Activity 7.2 – Contract Law II This Activity may be completed in pairs. 1. John a new client is hoping to get his family home built by your company. He purchased the block of land from the local land developer and it is due to settle soon, ready for the building process. Originally he was quoted (from your sales consultant) 18K for an M class slab with site costs included. However, after receiving the soil test results it has been revealed the requirements of the site are considerably different. The block requires 18 screw piles and a H2 slab costing 30K with site costs. John is refusing to sign the contracts and is extremely angry. 2. Detail how you will approach solving this problem. How would you respond to John? Write an email response below. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 77 of 167 SECTION 8: FINANCIAL TRANSACTIONS In Australia, pay-as-you-go withholding arrangements replaced pay-as-you-earn arrangements when a new tax system was introduced in July 2000. The new arrangements did not confine themselves to employment arrangements; they also replaced the Prescribed Payments System and the Reportable Payments System. ‘Pay as you go’ (PAYG) is the Australian taxation system for withholding taxation from employees and other payee’s regular payments from employers and other payers. It is also used to deduct such things as superannuation contributions, Higher Education Loan Programme (HELP) repayments, and Medicare payments. The system estimates an annual income on the basis of a weekly or fortnightly payment. The appropriate level of taxes and payments are then withheld and passed on to the Australian Taxation Office (ATO). For employees with only a single job, the level of taxation at the end of the year is close to the amount due, before deductions are applied. Discrepancies and deduction amounts are declared in the annual income tax return and will be part of the refund which follows after annual assessment, or alternatively, reduce the taxation debt that may be payable after assessment. For an employee's primary job, the withholding tax rate is lower because of the existence of a tax- free threshold in Australia. All other work has tax withheld based on a rate that excludes the tax-free threshold. 8.1 PAYSLIP RECORDS Australian workers are entitled to receive a statement of earnings for each pay period in the form of a payslip. A payslip provides employees with a convenient summary of earnings for each pay period and can also detail information such as leave and Rostered Day Off entitlements. Payroll administration, including the production of pay slips, is a detailed and time consuming task. State and federal legislation generally require that the following details are included on a payslip:  Employer’s name  Employee's name  Employee's classification or award  Pay Period relating to the payment  Pay Date  Gross amounts including details of overtime and allowances  Amount of PAYG deducted  Deductions, including employee contributions for superannuation  Net amount paid 8.2 PAYROLL REQUIREMENTS Payroll Tax generally refers to two different kinds of similar taxes. The first kind is income tax that employers are required to withhold from employees' wages. This may also be referred to pay-as-you-earn tax (PAYE), or pay- as-you-go tax (PAYG). The second kind is a tax that is paid from the employer's own funds and that is directly related to employing a worker. It can consist of a fixed charge or be proportionally linked to an employee's pay. This tax is known as Payroll Tax. If you are in charge of organising payroll paperwork for staff, ensure you’re up- to-date on the current legislation of you State or territory. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 78 of 167 8.3 SUPERANNUATION (‘SUPER’) CONTRIBUTIONS A super contribution is a payment made to a Superannuation Fund or Retirement Savings Account (RSA) to provide benefits for individuals on their retirement or, on their death, to their dependants. Super contributions do not include amounts of money earned by super funds or RSA’s from any income, profits or gains earned from the capital of the fund or RSA and credited to members’ accounts. How are Super contributions made? Super contributions are made in a number of ways including:  Those made by a contributor on behalf of someone else (for example, an employer making a contribution for an employee, or a person making a contribution for their spouse, child or friend)  Those made by the contributor for their own benefit  A rollover or transfer of benefits between Australian super funds  Amounts transferred from a foreign super fund to an Australian super fund  Those that the Tax Commissioner is required to make (for example, the super co-contribution for low- income earners) 8.4 GOODS AND SERVICES TAX (GST) The Goods and Services Tax (GST) in Australia is a value added tax on the supply of goods and services in Australia. It was introduced by the Federal Government with the ‘A New Tax System (Goods and Services Tax) Act 1999’. It took effect from July 1 2000. The basic premise of the new tax was to broaden the tax base. Prior to the GST, Australia operated a Wholesale Sales Tax (WST) which imposed a tax on the wholesales of goods. The WST was implemented in the 1930′s when Australia had an economy dominated by goods. Over the years however, Australia’s economy evolved to be more services based, and the GST served to strip away the unfair tax advantage that service providing businesses had over suppliers of goods businesses. The GST is levied at a flat rate of 10% on goods and services except GST exempt items and input taxed goods and services. Where you are registered or required to be registered for GST, you must pay GST on your taxable sales. You can generally claim GST credits for the GST included in the price of goods and services that you purchase. You then calculate the GST you are liable to pay, and the GST credits you are eligible to claim, when you lodge your Business Activity Statement (BAS) at the end of each tax period. The tax period in which you account for GST will depend on whether you account for GST on a cash or non-cash (accruals) basis. You can only use one accounting basis. You are eligible to account for GST on a cash basis if you meet any of the following criteria:  You are a small business with an annual turnover (including the turnover of your related entities of less than $2 million  You are not operating a business, but are carrying on an enterprise with a GST turnover of less than $2 million  You account for income tax on a cash basis  You carry on a kind of enterprise the ATO has determined is able to account for GST on a cash basis regardless of your GST turnover  You are an endorsed charitable institution, trustee of an endorsed charitable fund, gift deductible entity or government school, regardless of your GST turnover LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 79 of 167 How Do I Account For GST On A Cash Basis? If you are eligible and account for GST on a cash basis, you will:  Account for the GST payable on your sales in the tax period in which you receive payment for them. If you receive only part payment for a sale in a tax period, you account only for the part of the GST payment that relates to that part of the sale in that tax period  Claim GST credits for your business purchases in the tax period in which you pay for them. If you pay only part of the cost of a business purchase in a tax period and have a valid tax invoice, you claim only the GST credit for that part of the cost in that tax period Claiming the GST You can claim the GST back when you lodge your Business Activity Statement (BAS). The exact period you claim it will depend on whether you account for GST on a cash or accruals basis. If your turnover is less than $2,000,000 and you are a small business entity, you may elect to lodge your BAS either monthly, quarterly, or annually. If you lodge your BAS annually, you will have to wait up to a year to claim your GST back. If your turnover is more than $2,000,000 you must lodge your BAS monthly. Calculating GST payable GST is payable if you make a taxable supply. GST is calculated as 10% of the value of the supply. The value of a taxable supply is the GST-exclusive consideration payable for the supply. For example, if the value of the supply is $70 the GST payable is 10% x $70 = $7. The price (the GST-inclusive consideration payable for the supply) is therefore $77. If the price for the supply is $77 you can work out the GST component of the price as follows: $77 ÷ 11 = $7. 8.5 WHAT IS A TAX INVOICE? An invoice is a notice of an obligation to pay. A tax invoice is a document that substantiates a creditable acquisition. A tax invoice must contain certain information that may not otherwise appear on an ordinary invoice. You can issue a tax invoice in addition to an ordinary invoice, or you may choose to forego issuing ordinary invoices and only issue tax invoices. In most cases a normal receipt for a supply can easily be adapted to become a tax invoice. When is a tax invoice issued? Tax invoices are generally issued by the supplier. If a tax invoice is not issued by the supplier, the recipient may request one and the supplier must issue an invoice for all taxable supplies with a GST exclusive value of $50 or more within 28 days of the request. Contents of a Tax Invoice Tax invoices for a taxable supply must:  Be issued by the supplier, unless it is a recipient created tax invoice (in which case it must be issued by the recipient)  Show the Australian Business Number (ABN) of the entity issuing it  Show the price for the supply  Contain such information as the regulations require  Be in the form approved by the commissioner  Display the words "TAX INVOICE" in a prominent place on the front page of the tax invoice LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 80 of 167  Show the name and trading name of the supplier  Show the name and address of the recipient  Show the date of issue of the tax invoice  Provide a brief description of what was supplied  State the quantity or volume of what was supplied e.g. Hours of labour, number of items 8.6 MANAGING YOUR PAPERWORK The Rules of ‘Deskmanship’ To overcome drowning in a sea of paperwork, there are three golden rules of deskmanship: Rule 1: Aim for a clear desk Rule 2: Handle every piece of paper only once, moving incoming correspondence immediately to its next destination Rule 3: Have a regular clear out of files You can also observe the following rules:  Always stop and ask if a piece of paper is really necessary  Send replies to people on the paper they sent you  Phone instead of write  Only use paper if it is vital to record something  Wean yourself off junk-mail  Control the amount of photocopying you need Here are three things you can do to keep your paperwork under control: 1. Mark It. Simply put a small mark on the top right-hand corner every time you handle a piece of paper that is lying around without a proper place. After about 20 aimless marks, guilt should kick in and force you to do something about it. 2. Sort It. Don't dither. Make up your mind to do one of 5 things with your piece of paper:  Bin it  File it  Store it as a record  Send it to someone for action  Do whatever you must to end its presence 3. Store It. Stored paperwork needs 3 simple systems: a colour-coding system to make it easier to find; an out-take system to keep track of it if it is removed; and a bring-forward system for actioning it. Taking time to develop these systems will save you time in the long run. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 81 of 167 Filing systems Here are 7 simple things you can do to improve your filing system: 1. Try filing your documents into file folders, and then put them into hanging file folders. This will prevent clutter, but don't put too many file folders in the hanging file folder, since it could break over time. If you really do have to put a lot of files in a folder, place a rubber band around the folder. 2. Place your most current files in the front of each file folder, for easier access. This will also help you find information faster and help you be more organized. 3. Try using colour tabs or colour file folders for your different file categories. 4. Make sure you file your file folders in alphabetical/chronological order, depending on what works for you. 5. If your filing cabinet gets too full, take out the oldest files and store them in a box or archive them off site (if you have this option). Make sure to label the box very clearly, so that when you need to go back to it, you can do so with ease. 6. Put labels on your filing cabinet drawers, for easier access to information that you will be looking for. You don't want to spend time trying to figure out where you filed certain files. 7. If you really want to get creative, you can put plastic tabs on the hanging file folders, with details of each section. You can even colour code them, depending on categories. Summary PAYG is the Australian taxation system for withholding taxation from employees and other payee’s regular payments from employers and other payers. Australian workers are entitled to receive a statement of earnings for each pay period in the form of a payslip. A super contribution is a payment made to a Superannuation Fund or Retirement Savings Account (RSA) to provide benefits for individuals on their retirement or, on their death, to their dependants. The GST is levied at a flat rate of 10% on goods and services except GST exempt items and input taxed goods and services. The tax period in which you account for GST will depend on whether you account for GST on a cash or non-cash (accruals) basis. You can only use one accounting basis. You can claim the GST back when you lodge your Business Activity Statement (BAS). A tax invoice is required for an entity to claim an input tax credit on a creditable acquisition. An invoice is a notice of an obligation to pay. Tax invoices are generally issued by the supplier.  Aim for a clear desk  Handle every piece of paper only once, moving incoming correspondence immediately to its next destination  Have a regular clear out of files LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 82 of 167 Learning Activity 8.1 – Calculating GST This Activity may be completed in pairs. 1. How would you calculate GST payable and when is this calculation needed? You may use this space to take any notes: Learning Activity 8.2 – Superannuation This Activity may be completed in pairs. 1. Investigate Superannuation in Australia. 2. What is it and why does it exist? Briefly explain below. 3. What is the Superannuation Guarantee? LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 83 of 167 SECTION 9: CONTRACTS 9.1 WHAT IS A CONTRACT? A contract is an agreement at law between two or more parties than can be enforced by the courts and the legal system. In general, contracting parties are free to include any terms they like into the contract, on the proviso that they do not attempt to contract above the law. State and Territory governments have enacted laws and regulation relating to home residential contracts to which adherence is mandatory. Within a building contract, each party agrees to do something for the other party. A simple view of a standard home building contract is one in which the builder agrees to build the house and the owner agrees to pay the builder a mutually-determined sum for his work. = A legally binding contract Essential contract terms An overview of the essential concepts necessarily involved in the creation of a valid contract is provided in the table below. These terms will be further discussed in later in this resource. OFFER An ‘offer’ is an expression of willingness to contract on the terms stated. It is judged objectively by the courts – relative to the perspective of a hypothetical ‘reasonable person’. The list below describes the main rules relating to offer (these do not exhaust all of the situations in which an offer can be made):  An offer must be distinguished from an ‘invitation to treat’. The terms and conditions concerning the offer – and details of what is being offered - must be clear and understandable; the clarity and exactness of an offer is opposed to an invitation to treat, which is general in nature  An offer can be made to a specific person, persons, class of persons, or to the whole world. An offer can be specific to a certain class of the public in order to intentionally narrow its scope; this would be done so that the offer would not be seen as an invitation to treat  An offer must be communicated so that it can be accepted, rejected, or a new offer made  An offer can be revoked at any time before acceptance. ACCEPTANCE ‘Acceptance’ is an unqualified agreement - on the part of the party to whom the offer is made - to be bound to the terms offered. Acceptance can be communicated to the party who made the offer, or may be inferred through the conduct of an accepting party (namely, if that conduct corresponds to the contract terms). Intention to create legal relations An offer Acceptance of the offer Consideration LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 84 of 167 Acceptance of an offer by the other party gives rise to a binding contract, under which both parties become subject to – and must satisfy - all its elements. For example: A principal/owner invites builders (tenderers) to submit a tender (quotation). The builder‘s tender, once submitted and communicated to the owner, is an offer. The owner is then free to decline or accept the offer. The list below describes the main rules relating to offer (these do not exhaust all of the situations in which an offer can be made):  Acceptance must be in reliance on the offer (that is, there must be an offer in order for it to be accepted, and the acceptance must be acceptance of that offer)  Acceptance must be complete and unqualified  Conditional assent is not acceptance. If the acceptor decides to accept an offer only with the imposition of certain conditions, this is considered to be a new (counter) offer, and so acceptance of the previous offer has not been achieved (this is because the conditions are essentially new terms which are being introduced into the offer)  Acceptance must be clear and certain, with both parties agreeing on the exact terms of their contract  Acceptance may be expressed or implied  Acceptance may be retrospective  A counter-offer is a rejection of an offer  Acceptance must be communicated to the party making the offer  The offer may prescribe methods of acceptance. CONSIDERATION ‘Consideration’ is when the parties exchange something in return for the promises as stipulated in the contract. Consideration is often monetary (financial). However, it can also take non-monetary forms, as long as these are specified and acknowledged by the parties exchanging something of value; for example, agreeing to tutor a plumber’s child in English as payment for fixing a sink. Suppose that a client agrees to pay you (the contractor) $1,600 to repair their driveway. The agreement to pay the $1,600 is the "consideration" (what the client gives up to get what you promised). This ensures that the contract is enforceable. INTENTION TO CREATE LEGAL RELATIONS The intention to create legal relations (that is, be legally bound to do/not do something) can be determined by using the following criteria:  What the parties said to each other before entering into the agreement  The nature of the agreement - was it social/family or business/commercial? (in commercial transactions, there is always a presumption that the parties intended their agreement to be binding).  The importance of the substance of the agreement to each party  Any other factors which would assist a court to determine what the parties had in mind when they entered into the agreement  Custom and practice. If it can be determined that one party did not intend that their agreement was to be legally binding, the contract is then unenforceable by both parties. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 85 of 167 Letters of intent are common in the building industry. These are sent to a successful tenderer prior to the formal execution of contract documents in order to indicate that a contract will follow. FORMALITIES While contracts can be formed without formality, some transactions are thought to require formal processes; this is either because formal procedures tend to make people think carefully before binding themselves to an agreement, or merely because it serves as clear evidence of the intention to create legal relations. CERTAINTY A contract‘s essential terms must be sufficiently certain/clear, and not vague or uncertain. CAPACITY An enforceable contract requires that both parties have ‘legal capacity’ to enter into the contract. For example, people who do not have legal capacity to enter into a contract include minors, incarcerated persons, mentally handicapped persons, or individuals who are under the influence of illegal substances. LEGALITY A contract whose purpose is illegal or is against public policy will be invalid. Effective communication A key aspect of the tenderer’s role is to communicate effectively. Effective communication will need to accommodate for a variety of language-literacies or dialects, utilising concepts appropriate to cultural differences. This will apply whenever you deal with suppliers, subcontractors, and clients in particular. You should be aware of the different forms of nonverbal communication that you are likely to encounter during contract negotiations. Skill in interpreting nonverbal communication will help you collect useful information from others involved in the negotiation, and may prevent you from harming your own negotiating position by inadvertently sending nonverbal signals that disclose confidential information or weaknesses in your position. Maintaining effective communication ensures that:  All stakeholders are informed at all times, avoiding confusion  The needs of the client or customer are met  Mistakes, issues, or discrepancies are highlighted and resolved efficiently  Relationships of mutual trust and respect between builder and client can be established and nurtured  All parties are comfortable to raise their concerns as necessary Cultural differences When dealing with cultural differences, there are a few key points that will assist you in communicating effectively:  Avoid local and colloquial language  Use simple, plain English in written and verbal communication  Use written communication where practicable, even as a follow-up to provide clarity to verbal discussions LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 86 of 167  Avoid references to any particular race, religion, or cultural stereotyping in any communication  Use symbols and diagrams where possible as tools to reinforce/ensure understanding.  Be aware of cultural events as work may not be undertaken in these periods and may have a negative impact on timelines Body language When deciding upon issues that will affect other people, it is best to discuss the issues with any relevant parties to decide what will work best for all involved (within the bounds of reason and practicality). In face to face dealings with others, be aware of your body language, and how this can be ‘read’/interpreted by others. Body language may seem impossibly subtle, at times, but it can often be more obvious in its intention (and important to interpret accurately) than you think. Here are some examples of body language which may be perceived as either ‘negative’ or positive’ to another person: Positive body language  Making eye contact  Smiling  Shaking hands (if culturally appropriate; it’s best to ask if you’re unsure)  Nodding  Facing forwards/facing the client Negative body language  Crossing arms  Looking away  Turning away  Performing another task while speaking  Frowning  Shaking your head 9.2 UNDERSTANDING LEGAL RESPONSIBILITIES A builder has a number of responsibilities established by both law and building and construction industry regulators. The builder, in their capacity as a professional advisor, has a legal responsibility and duty of care for all aspects of the work they perform, including responsibilities related to the construction contract. They must also ensure that their advice is not biased, and that they behave responsibly on the client’s behalf. The code of the profession requires that a duty of care be held to the client. Tort law A tort is a civil wrong (as opposed to a criminal wrong). An action in tort is bought by the person who has been wronged against, and is remedial (that is, the action is meant to compensate the person wronged for the negative consequences of the wrong). The most common tort is the tort of negligence; in the context of the building and construction industry, ‘negligence’ refers to the failure of a professional person to use the care or skill that a reasonable person endowed with professional knowledge/expertise (and thus who owes a relevant LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 87 of 167 duty of care when acting in professional capacity) would use in the normal course of events. Negligence does not require intent to harm/wrong on the part of the person who commits the act. Contract law A contract is an agreement which parties intend to be legally binding. For a contract to exist, one of two parties must offer to enter into a contract on certain terms. The other party must accept this offer. For a contract to be enforceable, there needs to be some form of consideration. For example, the promise to pay is consideration for the builder‘s promise to construct. A lawfully binding contract, therefore, is composed of three elements:  Offer  Acceptance  Consideration DEFINITION OF CONTRACT (taken from Domestic Building Contracts act 1995 (Vic), S 3) “Domestic building contract” means a contract to carry out, or to arrange or manage the carrying out of, domestic building work other than a contract between a builder and a sub-contractor. “Major domestic building contract” means a domestic building contract in which the contract price for the carrying out of domestic building work is more than $5000 (or any higher amount fixed by the regulations). BUILDING WORK TO WHICH THIS ACT APPLIES This Act (Domestic Building Contracts Act 1995 (Vic) S 5) applies to the following work: (a) The erection or construction of a home, including (i) Any associated work including, but not limited to, landscaping, paving and the erection or construction of any building or fixture associated with the home (such as retaining structures, driveways, fencing, garages, carports, workshops, swimming pools or spas); and (ii) The provision of lighting, heating, ventilation, air conditioning, water supply, sewerage or drainage to the home or the property on which the home is, or is to be; (b) The renovation, alteration, extension, improvement or repair of a home; (c) Any work such as landscaping, paving or the erection or construction of retaining structures, driveways, fencing, garages, workshops, swimming pools or spas that is to be carried out in conjunction with the renovation, alteration, extension, improvement or repair of a home; (d) The demolition or removal of a home LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 88 of 167 Consumer protection law Welfare-state contract law (that is, common/judge-made law) has increasingly been supplemented by statute law (that is, legislation made by Parliament). Important pieces of legislation that are relevant to construction contracts include:  Competition and Consumer Act 2010 (formerly the Trade Practices Act 1974)  Copyright Act 1968  Corporations Act 2001  Income Tax Assessment Act 1997  Work Health and Safety Act 2011  Building Code of Australia  Australian Industrial Relations legislation  Development law governing land usage and construction  Workers‘ compensation legislation  Welfare legislation  Equal opportunity and disability discrimination legislation. State/Territory Acts and Registration Each State and Territory has unique consumer protection legislation which regulates building and construction work. This legislation regulates who can operate as a builder, and provides a level of protection for consumers by dictating what a building contract must -and cannot - include. The legislation was established to protect the public interest. The main arguments for this legislation are that the public requires protection from those not qualified to practice building, and that registration of practitioners maintains high standards in the built environment. These arguments are sound, justifying both the field of consumer protection legislation generally as well as any further, future improvements/additions to the current body of legislation. The relevant State or Territory Acts are as follows:  Australian Capital Territory – Building Act 2004  New South Wales – The Home Building Amendment Act 2014  Northern Territory – Building Act  Queensland – Domestic Building Contracts Act 2000 (in late 2014, the Queensland Government approved the Queensland Building and Construction Commission and Other Legislation Bill 2014 (Bill). This will repeal the Domestic Building Contracts Act 2000 and replace it with new provisions in the Queensland Building and Construction Commission Act 1994)  South Australia – Building Work Contractors Act 1995  Tasmania – Building Act 2000  Victoria – Domestic Building Contracts Act 1995  Western Australia – Home Building Contracts Act 1991 Cooling off period Most State/Territory legislation allows a consumer to exercise a ‘cooling off’ period, provided that they act within a prescribed time. This allows the consumer to lawfully cancel a building contract without reason. The client (owner) has five business days after receiving a signed copy of the building contract to change their mind LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 89 of 167 (Domestic Building Contracts Act 1995 (Vic), s 34-35). It starts from the date the client received the signed copy, regardless of when they signed the contract. If the contract did not include the cooling-off period notices required by law (except in Western Australia, where the law does not require that residential contracts contain a cooling-off period), the client has seven days after realising that the contract should have included the cooling-off notice to withdraw. To cool off, the client must put their decision to withdraw from the contract in writing. The law sets out how they must deliver this to the builder. They must either:  Give it to the builder  Leave it at the builder‘s address as stated in the contract, or  Serve it on the builder in the way stated in the contract The builder can keep $100 and the cost of out-of-pocket expenses incurred and approved by the client before they withdrew. The builder must refund all other money. If the client ‘cools off’, they are not liable to the builder in any way for withdrawing from the contract. The client does not get a cooling-off period if they:  Previously entered into a major domestic building contract with you on the same terms for the same home or land (the contract can differ slightly but not significantly), or  Engaged a lawyer to check the contract before they signed The people involved A construction contract typically involves two parties: the proprietor (principal/owner) and the builder (contractor/head contractor). Some contracts allow for a third entity to act as the contract administrator, although this party is not privy to the construction contract. Contracts typically refer to the contract administrator as the ‘architect’, ‘engineer’, or ‘superintendent’. The contract administrator acts as both the owner‘s agent (e.g. the architect/engineer or other nominated person) and an independent certifier in carrying out the contract administration. In this latter role, the law requires that the contract administrator acts impartially, determining/clarifying the requirements of the contract and ensuring, as far as they’re able, that both parties meet these requirements without dispute. Generally, the builder subcontracts part of the works to various trades (subcontractors), all the while remaining legally responsible for their performance. The proprietor is not a party to the arrangements with the subcontractors; only the builder is. The proprietor - depending on the nature, complexity, and method of delivery of the project - may also have numerous contracts of engagement with various consultants, such as:  Designers (architects, engineers or building designers)  Quantity surveyors  Project managers  Construction managers LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 90 of 167 9.3 TYPES OF CONSTRUCTION CONTRACTS There are various types of construction contracts, and each form of contract has its advantages and disadvantages depending on the construction work involved. For example, if the project works are very well defined, then the total cost of the project can be reasonably accurately identified. This differs from a construction project for which an accurate estimate of the quantities involved is difficult. A schedule of rates (i.e., a dollar value per unit of identified work) is a more realistic proposition for the parties involved, in this instance. It should be noted that, irrespective of the type of contract used for a construction project, sometimes part of the tendering process for a job requires pre-qualification. Such pre-qualification is intended to assure that potential organisations submitting tenders have the appropriate experience and financial backing to carry out such projects. Lump sum contracts (with and without ‘rise and fall’) The contract for the works is for a specified lump sum, payable via periodic progress payments. Often, the final lump sum paid by the proprietor varies from that originally agreed on. This is frequently a consequence of variations to the contract, that is, additions, omissions or deletions in the scope of works. The contract provisions will usually allow for variations and following adjustments of the contract lump sum. ‘Rise and fall’ refers to the inclusion of a cost intended to cover any increase or decrease (rise or fall) in the use of labour and/or materials that may occur during the life of the project. Not including such a clause potentially forces the builder to cover the full sum of any cost increases, damaging the profitability of their work. In essence, a rise and fall clause is intended to ‘pass on’ any unexpected savings or cost increases, whether in part or whole, to the owner; any savings become the savings of the owner in addition to the builder, and the builder is partially insured from some of the risks posed by fluctuating prices of labour or materials. Care must be taken with this type of contract to make sure that the plans and specifications are interpreted mutually by all parties. This is important, as lack of understanding on how to read these contracts can lead to misunderstandings, conflict, and consequently non-adherence to the agreed lump sum. The reason for this is that if one party interprets the contract as entailing a higher final cost than another due to a certain understanding of the specifications not shared with that other party, the other party will likely have interpreted the cost-difference as being the result of variations to the contract, and therefore as an non-agreed upon extra cost. Design and construct contracts Under a design and construct arrangement, the builder is responsible for the design and construction of the building, without direction from the owner. The builder will also be required to provide the owner with warranties of fitness for purpose of the design and the quality of workmanship. Under design and construct in its conventional form, the builder undertakes all the design work based on a design brief provided by the building owner, sometimes referred to as the ‘principal’s project requirements’. On completion, the builder hands the building over to the owner, who only has to turn the key (to open the door to the building, that is), which is why this method is also known as ‘turnkey’. Variations on the design and construct model include:  ‘Design, development, and construct’, in which the proprietor provides the preliminary design to be further developed by the builder LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 91 of 167  ‘Design, novate, and construct,’ where the proprietor novates their design consultants, following preliminary design, to the builder. ‘Novation’ refers to the process of releasing the original party to the contract from their obligations, and transferring these obligations to another party; alternatively, the original parties remain, but substitute their original agreement for a new one. In design, novate, and construct contracts, the first mode of novation is undertaken, as the design consultants who previously worked for the owner for the purpose of fulfilling contract conditions are transferred to the builder (that is, their obligation to consult on designs are transferred), who shall rely on their services to fulfil their contractual roles. One of the goals of varying the conventional design and construct model is to allow the proprietor a greater degree of design control. Generally, the builder will be required to provide the proprietor with certain warranties as to fitness for purpose and quality of workmanship. Cost plus contracts Under a cost plus contract, the proprietor pays the contractor the actual cost of the work plus agreed profit above the actual cost. This type of contract requires thorough and detailed preparation and administration for its success. Successful cost plus contracts require trust between the owner and the contractor, as ineffective communication concerning what constitutes cost can lead to conflict between the parties. Defining the scope of the works to be constructed is crucial in this type of project, as drawings and/or specifications are normally not completed at the commencement of the project. A cost plus type contract without a guaranteed maximum price (GMP) can lead to many pitfalls; therefore, the earlier the complete works of the project is agreed to, the better. RESTRICTIONS ON COST PLUS CONTRACTS (taken from Domestic Building Contracts Act 1995 (Vic), s 13) (1) A builder must not enter into a cost plus contract unless – (a) the contract is of a class allowed by the regulations for the purposes of this section; or (b) the work to be carried out under the contract involves the renovation, restoration or refurbishment of an existing building and it is not possible to calculate the cost of a substantial part of the work without carrying out some domestic building work. Penalty: 100 penalty units. (2) A builder must not enter into a cost plus contract that does not contain a fair and reasonable estimate by the builder of the total amount of money the builder is likely to receive under the contract. Penalty: 100 penalty units. (3) If a builder fails to comply with this section – (a) The builder cannot enforce the contract against the building owner, but (b) The tribunal may award the builder the cost of carrying out the work plus a reasonable profit if the tribunal considers that it would not be unfair to the building owner to do so. What‘s a penalty unit? The penalty unit system is a way for regulating bodies to issue fines to builders and tradespeople who fail to comply with the Act in their contractual dealings. A fine is paid, as opposed to needing to go to court for the misdemeanour. For example, in Victoria, each penalty unit is equivalent to $151.67. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 92 of 167 Construct-only contracts Under a traditional head (or principal) contract, the main building owner engages a designer (architect/engineer) to design the building. On completion of the design documentation, the project may be tendered out to builders and, ultimately, the building owner enters into a contract with a builder for the construction of the building in accordance with the design. This method is also known as ‘construct-only’ because the builder is only responsible for the provision of all services necessary for the construction of the building. The design responsibility lies with the building owner and their design consultants. In order to deliver the project and ensure that all contractual obligations owed to the building owner are met, the builder subcontracts part of the works to various trade subcontractors, supervising and coordinating their work. The building owner’s contract is with the builder only, and not with the subcontractors; therefore, the builder remains contractually responsible to the owner for all work carried out by the subcontractors. Generally, the builder will not be able to subcontract all of the works, or assign their contractual responsibility to another party. Costs can refer to a wide range of activities/things to be paid for, including labour, wages, subcontractors, materials, rental, documentation, travel, royalties, and much more. Schedule of rates Under a schedule of rates contract, the proprietor pays the contractor for the amount of material used, at the agreed rate. The schedule of rates used to adjust labour rates may not be agreed upon at the time of entering into the contract. Bill of quantities Some commercial contracts operate on a ‘bill of quantities’ progress-payment system. Under this class, the bill of quantities forms part of the contract, and the proprietor pays the contractor for the exact amount of labour and materials provided. There are various ways to approach using bill of quantities progress-payments. The contractor must decide the appropriate rates depending on the trade (or combination of trades) engaged in the works. Turnkey contracts This type of contract is widely used in the design and construction of petrochemical, process engineering, and chemical plants. Here, the owner of the project asks for a design and construct of the facility. Payment of the project generally occurs whereby the contractor hands over the keys to the owner – the owner ‘turning the key’ to enter the building is a symbol of its completion, hence the name ‘turnkey contract’. It is at this point that the contractor receives payment in full. Joint Venture This type of contract may be suited to organisations pursuing projects in overseas markets. Although they may possess expertise in completing projects within their home country, the varying circumstances in which construction is undertaken internationally might compel them to enter into a partnership with local organisations familiar with how construction is conducted in the relevant country. In exchange for the local groups providing accurate information and resources to meet the needs of the construction project, the organisation shares both responsibilities and profits with them. As such, this arrangement is often of benefit for both organisations. Examples of parties likely to enter into a joint venture agreement are local subcontractors, vendors, and labour markets. Contracts for domestic building work Contracts for domestic building work must be in accordance with your State or Territory consumer protection legislation regulating residential building work. This legislation requires that contracts be written in a specific LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 93 of 167 form and include certain provisions. As mentioned above, each State and Territory contains its own unique legislation. A domestic building contract which is not made out in writing may not be contractually enforceable. Therefore, a builder who performs building work without a written contract may be unable to enforce any contractual rights and may only recover under a claim for quantum meruit, which is a Latin term meaning ‘what one has earned’. In the context of building and construction law, it means ‘reasonable value of the services provided’. Put simply, a builder without a written contract can only demand payment for the value of the goods and services provided. Controls that typically relate to all domestic building contracts Controls across States and Territories usually state that:  Warranties must be included in every domestic building contract  If the contract is a mixed contract (a contract that deals with domestic building work in addition to some other matter) then: o the domestic building work must be separately described, and both sections must be costed separately o copies of the contract must be signed by all parties and provided to the owner as soon as practicable; this can be no later than five business days after signing the contract  A builder can only accept a certain deposit amount (that is, it specifies the maximum amount of deposit a builder can receive)  If the builder wishes to exclude the cost of connection or installation of services (e.g. gas, electricity, water, sewerage, and telephone) or planning or building permits from the contract, he must do so in the prescribed manner  If the builder wishes to exclude the cost of certain fixtures and fittings which appear on the plans and specifications, he must do so in the prescribed manner  Cost plus contracts are prohibited, except in certain circumstances  The use of cost escalation clauses (clauses which may have the result of the contract price increasing) is prohibited, except in certain circumstances  Controls on the use of Prime Cost Items and Provisional Sums must be included Additional controls that relate to major domestic building contracts Controls across States and Territories usually state that:  The builder must be registered  Foundation data must be available to the builder prior to the signing of the contract  The contract must be in writing, signed by both parties, and must: o contain a completion date (instead of a time for completion), unless the start date cannot be determined. If the starting date is not known at the time of signing the contract, then the contract usually must state the number of days until completion o contain a check list in the approved form  The contract must set out the allowance which the builder has made for delays in relation to a number of items  The owner may have a cooling-off period after the signing of the contract  The builder must advise the owner, in the approved form, of the existence of the cooling-off period, if applicable  There are restrictions on the progress payments which a builder can recover under the contract LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 94 of 167  There is a restriction on when the builder is entitled to demand the final payment. 9.4 STANDARD FORM CONTRACTS Generally, the contracts used for the majority of building projects - both domestic and commercial - are known as ‘Standard Form contracts’. Contracts in the building industry are numerous. For example, there are contracts between:  The owner and the builder  The builder and subcontractors  The builder and suppliers  The builder and their employees  The owner and their consultants, such as architects, engineers, and draftspersons The Australian Standard Form Contracts are identifiable by way of a two-part code – the first being the Australian Standard number and the second being the year of publication. The latter can be crucial in identifying the form being referred to. The advantages of using standard form contracts include:  Convenience and economy of having a ready-made contract  Working familiarity  Ability to highlight areas where the contract conditions do not work well  Standard contracts are revised and updated intermittently All standard form contracts typically contain a number of common clauses. It is important that the parties involved assess the implications of the use of any given contract. At times, to account for the particular circumstances of the project, special conditions may be inserted upon the mutual agreement of all parties. Main types of Standard Form Contracts There are a number of Standard Form Contracts published. These include:  New Homes Contracts  Alterations, Additions & Renovations Contracts  Kitchen, Bathroom & Laundry - Supply and Install Contracts  Small Works Contracts (usually for work not requiring foundation data)  Cost Plus Contracts  Domestic Building Contract for Building Works under a value threshold  Building Contract for Construction of Kit Homes  Factory Built Transportable Homes Contract  Medium Works Commercial Contract In addition to these contracts, a range of Standard Forms exist, including:  Commencement Notice: Notification by the builder of the date at which building works began on the site.  Variation Document: Notice by the builder of the details of work comprising the proposed variation, the additional costs of those works or credit involved, and an estimate of the delay which the variation LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 95 of 167 will cause. This notice is intended to be signed by the owner and returned to the builder as confirmation that the variation works may proceed.  Notification of Extension of Time: Notice by which the builder advises of an extension of the prior time to completion of the building works claimed by the builder, including the period of time claimed as extension and the reason for the delay.  Progress Claim Certificate: Notice by the builder claiming payment for a stage of the works, including variations carried out during that stage and a statement of the total value of previous claims, adjustments, variations, other amounts due, and total payments received to date.  Notice of Completion: Notice by the builder of the date on which all building works were completed, inviting the owner(s) to inspect the works.  Notice of Suspension of Works: Notice by the builder that they suspend performance of the Building Works, pursuant to the contract. Expert advice should be sought before works are stopped or suspended and before any notice of suspension is given. In Victoria, the following are typical Standard Form Construction contracts:  Housing Industry Association (HIA) o Alterations, Additions and Renovations o New Homes Contract o Small Works Contract o Medium Works (commercial contract) Conditions  Master Builders Association (MBA) o Building Contract – Home Improvements  The Royal Australian Institute of Architects (RAIA/MBA) o ABIC MW-1 2003 Major Works Contract – Owner’s Copy o ABIC MW-1 2003 Major Works Contract – Reference Copy o Schedule 1 Contract Information – Housing in Victoria o Schedule 2 Special Conditions – Housing in Victoria o Schedule 9 Non-domestic Building Work – Housing in Victoria o Information for the Owner – Housing in Victoria Such Standard Form contracts contain standard conditions and are prepared by various industry bodies and parties involved in the construction industry. Parties may include architectural and master builder associations, building owners and managers, standards committees, and Government departments. Standard Form contracts have evolved from a process of negotiation and discussion between the various parties involved in a range of construction projects. However, no Standard Form contract will contain all the terms and conditions that a particular group desires. The ‘New Homes’ Contract for your State/Territory Your trainer will run through typical sections of your relevant State/Territory New Homes Contract (provided as part of the course material for this unit), covering:  Builder's obligation to obtain Foundation Data LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 96 of 167  Copyright Plans, and the order of precedence of documents  The Cooling-Off Period  The Checklist  The Index  Particulars of the Contract  Time for Completion -Building Period  Exclusions from the Contract Price  Deposit  Responsibility for the Planning Permit  Responsibility for the Building Permit  Number of Days to make Progress Payments  Percentage applicable to Extra Work  Agreed Damages for Delays  Percentage if Contract is ended  Lending Body Finance Table of Australian Standards for Contracts Included are some of the most commonly used Australian Standards relating to Standard Form contracts, followed by notable examples of Standard Form contracts. AUSTRALIAN STANDARDS RELATING TO STANDARD FORM CONTRACTS AS 2124 – General Conditions of Contract  Construct-only  Published by Standards Australia  Administered by a superintendent; the contractor constructs the works based on a design completed by the principal/owner (generally through the principal‘s consultants). AS 2545 – Subcontract Conditions (companion to AS 2124) AS 4300 – General Conditions of Contract for Design and Construct  Design and construct  Published by Standards Australia  Commercial  Does not comply with domestic building legislation  Administered by a superintendent; the contractor must design and construct the project. AS 4303 – General Conditions of Subcontract for Design and Construct (companion to AS 4300) AS 4305 – Minor Works Contract Conditions  Administered by the owner/principal for relatively minor works LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 97 of 167 AS 4000 – General Conditions of Contract  Construct-only  Published by Standards Australia  Commercial  Does not comply with domestic building legislation  Administered by a superintendent; the contractor constructs the works based on a design completed by the principal/owner (generally through the principal‘s consultants, architect, or engineer) AS 4901 – Subcontract Conditions (companion to AS 4000) AS 4902 – General Conditions of Contract for Design and Construct  Design and construct  Commercial  Does not comply with domestic building legislation  Published by Standards Australia AS 4903 – General Conditions of Subcontract for Design and Construct (companion to AS 4902) EXAMPLES OF STANDARD FORM CONTRACTS 2006 (edition 4) MBAV New Homes Contract – HC-5  Construct-only  Domestic  Published by MBA (Master Builders Association)  Favours builder/contractor 2003 Australian Building Industry Contract – ABIC MW – 1 Major Works  Contract  Construct-only (value range: $100,000 to $25 million)  Commercial and domestic  Can be amended to design and construct  Published by RAIA  Administered by an architect; the contractor constructs the works based on a design completed by the principal/owner (through the architect) 2002 Australian Building Industry Contract – ABIC SW – 1 Simple Works  Contract  Construct-only (value range: up to $2 million)  Commercial and domestic  Can be amended to design and construct  Published by RAIA  Administered by an architect; the contractor constructs the works based on a design completed by the principal/owner (through the architect) LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 98 of 167 1981 (edition 3) General Conditions of Contract – NPWC3  Construct-only  Civil/commercial  Published by national public works council  Mainly used by government departments and agencies  Oldest standard form contract in use Works not requiring contracts In Victoria, by law, the builder must use a major domestic building contract for work worth more than $5000, including:  erecting or constructing a home and associated landscaping, paving, retaining structures, driveways, fencing, lighting, heating, air conditioning, water supply or sewerage  renovations, alterations, extensions, repairs and any other improvements; for example, a swimming pool, kitchen renovations, outdoor living areas  work associated with renovation, alteration, extension or repair of a home  demolition or removal of a home or part of a home  preparation of plans or specifications by the builder or tradesperson (a registered architect, engineer or draftsperson will use their own contract)  if the contract has been split into several smaller amounts worth less than $5000 For building works under $5,000, works must still be completed by a licenced plumber, electrician or if it requires demolition, re-stumping, re-blocking or structural work by a registered building practitioner, but works do not require a contract to be signed. Written agreements such as a structured quote and a written acceptance are recommended as good practise. Minor Works Contracts Minor works contracts are governed by the Australian Standard 4906-2002. Minor works contract cover residential building work worth between $5,000 and $20,000. The Minor Works Contract is a lump sum contract to be used for minor works with a value of less than $20,000 (GST inclusive). It is a contract between a contractor and residential owner. Renovation, Extension and Repair Contract A renovation, extension and repair contract is recommended for the renovation, extension, improvement and routine repair of a home (including a house, duplex or unit), or associated work (e.g. landscaping, pool building, etc.) If the total cost of your project is more than $5000, the contract must comply with a major domestic building contract even if the contract is split into several smaller amounts – for example, a pre-construction contract worth $2000 and the main contract worth $4000. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 99 of 167 9.5 RIGHTS AND LIABILITIES OF PARTIES A construction contract is made up of terms and conditions granting rights (and imposing liabilities) on the parties to the contract.  A contractual right is an entitlement/benefit that a party receives as a result of the contract  A contractual liability is an obligation/debt that one party agrees to accept as a result of the contract Listed below are some of the major rights and liabilities afforded to parties in a construction contract. Further consultation of a specific building contract and its supporting documents is necessary to determine all that may be applicable. (Note: text taken from Master Builders Association of Victoria - New Homes Building Contract) 10. BUILDER'S OBLIGATIONS 10.1 The Builder's warranties The Builder gives to the Owner the following warranties contained in Section 8 of the Act:  The Builder will carry out the Works in a proper and workmanlike manner and in accordance with the Plans and Specifications set out in the Contract.  Materials supplied by the Builder for use in the Works will be good and suitable for the purpose for which they are to be used and, unless otherwise stated in the Contract, those Materials will be new.  The Builder will carry out the Works in accordance with all laws and legal requirements including, without limiting the generality of this warranty, the Building Act 1993 and the regulations made under that Act.  The Builder will carry out the Works with reasonable care and skill and will achieve Completion by the date (or within the period) specified in the Contract.  If the Works consist of the erection or construction of a home or is work intended to renovate, alter, extend, improve or repair a home to a stage suitable for occupation, the Builder will carry out the Work so the home will be suitable for occupation at the time the Works achieve Completion.  If the Contract states the particular purpose for which the Works are required, or the result which the Owner wishes the Works to achieve, so as to show that the Owner relies on the Builder's skill and judgement, the Builder warrants that the Works including any Materials used will be reasonably fit for that purpose or be of such a nature and quality as they might reasonably be expected to achieve that result. 11. OWNER'S OBLIGATIONS 11.1 Evidence of capacity to pay the contract price The Owner will within fourteen (14) Days of the Owner signing the Contract, provide written or other reasonable evidence to the Builder that the Owner has the financial capacity to pay the Contract Price. 11.2 Continuing obligation upon owner to provide evidence of capacity to pay The obligation of the Owner to provide evidence of capacity to pay the Contract Price is a continuing obligation until the Works have reached Completion. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 100 of 167 11.3 Builder may request evidence of capacity to pay during the contract The Builder may at any time until the Works have reached Completion, request the Owner to provide written or other reasonable evidence of capacity to pay the balance of the Contract Price or any variation notwithstanding the fact that the Owner has previously provided such evidence to the Builder under the Contract, and the Owner will, within fourteen (14) Days of any request, provide evidence of such capacity to pay. 11.4 Owner's obligations if capacity to pay is reduced or ceases The Owner will immediately notify the Builder if at any time during the Works the Owner's capacity to pay the Contract Price or the balance of the Contract Price is in any way reduced or ceases. 11.5 Owner's obligation to pay the contract price The Owner will pay the Builder the Contract Price in accordance with this Contract. 11.6 Owner's obligation to pay deposit The Owner must pay to the Builder the Deposit specified in item 10.2 of the Appendix. This Deposit must be paid on demand, but no demand may be made by the Builder for it to be paid unless the Builder has complied with its obligations under clause 5.3; OR until the Builder has complied with its obligations under clause 5.4.1 Whichever applies to this Contract. (See also Clause 5.4.2) In the event that the Owner validly exercises its rights (if any) under the Cooling Off provisions of the Act, the Builder will refund to the Owner any deposit that the Owner may have already paid. HOWEVER, pursuant to Clause 7.3, the Builder may retain from the refund:-  one hundred dollars ($100.00) plus  Any out of pocket expenses or disbursements that the Builder may have already incurred, with the prior approval of the Owner. 11.7 Limits on deposit payable by the owner The Deposit to be paid by the Owner will not be:  more than 5% of the Original Contract Price if the Original Contract Price is $20,000 or more; OR  More than 10% of the Original Contract Price if the Original Contract Price is less than $20,000. 11.8 Owner to pay progress payments The Owner will make Progress Payments to the Builder in accordance with the agreed and completed Progress Payments Table as set out in Item 23 of the Appendix. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 101 of 167 11.9 Owner to pay progress claims within the stated period The Owner will pay each Progress Claim to the Builder within the period stated in Item 12 of the Appendix. 11.10 Interest payable on outstanding payments If the Owner should fail to make any payment to the Builder by the due date under this Contract, the Builder will be entitled to interest on all outstanding amounts at the rate specified in Item 15 of the Appendix, payable from the due date until the payment has been made in full. 11.11 Materials supplied by owner to be good and suitable for their purpose If the Owner supplies Materials for use in the Works, the Owner will supply such Materials which are good and suitable for the purpose for which they are to be used and, unless otherwise stated in the Contract, those Materials will be new. 11.12 Any plans or specifications supplied by owner to be accurate and sufficient number of copies to be provided Whenever the Owner supplies Plans and/or Specifications to the Builder, the Owner:  warrants that the Plans and/or Specifications supplied are accurate and correct and good and suitable for the purpose for which they are to be used; AND  acknowledges that it is reasonable for the Builder to rely on the Plans and/or Specifications supplied and that the Builder intends to rely upon any Plans and/or Specifications supplied for the purpose of carrying out the Works; AND  The Owner will supply sufficient number of copies to enable the Builder to undertake the Works and to obtain the necessary permits, if the Builder is required to do so under this Contract. 11.13 Foundations data provided by owner to be accurate and may be relied upon by the builder Whenever the Owner provides Foundations Data to the Builder, the Owner:  warrants that the Foundations Data provided is accurate and correct; AND  Acknowledges that it is reasonable for the Builder to rely on the Foundations Data provided and that the Builder intends to rely on it for the purpose of carrying out the Works. 11.14 Owner's obligation not to interfere The Owner must not do, or countenance or permit to be done, anything that may obstruct, interfere with or hinder the Builder in carrying out its obligations under the Contract and otherwise. Without limitation, the Owner must ensure that the Owner, the Owner's Agent and all persons for whom the Owner is responsible refrain at all times from:  communicating directly with, or giving any instructions to, any of the Builder's employees, consultants, subcontractors or suppliers, and all other persons, consultants, subcontractors or suppliers involved on the project; with the sole exception of those with whom the Owner may have entered separate contracts. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 102 of 167 The Owner must also ensure that no animals over which it may have any control obstruct, interfere with or hinder the Builder or the progress of the Works. 11.15 Owner to act in furtherance of program Whenever under the provisions of the Contract it is, or becomes, necessary for the Owner to make any decision or selection, or to supply any information, instruction, advice, equipment, materials and/or labour, or to do any other act, the Owner shall ensure that such act is done at the time and in a manner that enables the Builder to meet its program. 9.6 BREACHES AND TERMINATION Breach of contract Issues of various kinds may arise even with the best-prepared agreements. If these issues cannot be resolved, one or more of the parties may be declared to be ‘in breach of contract’. The term ‘breach of contract’ means that one of the parties to a contract has failed to do something that the contract requires that party to do. Remedies To resolve an issue or dispute, a remedy is required. Remedy is the action taken by the other party, or by a third party (such as the court), to restore the injured party back to the position they occupied before the breach occurred. There are three possible remedies that are available to the injured party:  Compensation (covering the loss which may have been suffered or the costs of having someone to redo or finish the work), or any other remedy that might be stated in the contract  Damages, which might exceed an award merely intended to compensate for injury  An order by the court that the party in breach of the contract be required to complete the terms of the contract (this is called ‘an order for Specific Performance’) Substantial breach ‘Substantial breach’ is defined in each of the State and Territory New Home Contracts, which generally state the following: The Builder is in substantial breach of this contract if the Builder:  Suspends the carrying out of the building works  Has the builder's license cancelled or suspended, or  Is otherwise in substantial breach of this contract. The contract will often specify what damages are payable to the landowner if the builder delays the construction. Where the contract sets out the amount that is to be paid, this amount is referred to as ‘liquidated damages’. Compensation and entitlements under the contract Can either the builder or the owner terminate the contract? The answer is that, in certain situations, either party can terminate the contract. Clauses within each of the State and Territory New Homes Contracts generally provide that: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 103 of 167 If the Builder is in substantial breach of this contract, the Owner may give the Builder a written notice to remedy the breach:  Specifying the substantial breach  Requiring the substantial breach to be remedied within 10 days after the notice has been received by the Builder  Stating that if the substantial breach is not remedied as required, the Owner intends to end this contract. If the Builder does not remedy the substantial breach stated in the notice within 10 days of receiving that notice, the Owner may end the contract by giving further written notice to that effect. Compensation and entitlements other than those under the contract The owner may also be entitled to damages for loss sustained as a result of the builder's failure to meet their obligations under the contract. For example, if a builder ‘walks away’ from a job, the landowner is entitled to have the work finished by another builder. If the costs of finishing the work exceed the original builder's quote, the landowner is entitled to recover the difference from the first builder. Damages The general rule is that, in the absence of any contractual obligations to the contrary, the owner is entitled to the reasonable and foreseeable loss that flows from the breach. (Note: text taken from Master Builders Association of Victoria - New Homes Building Contract) 18. LIQUIDATED DAMAGES 18.1 Owner's entitlement to liquidated damages If the Builder fails to bring the Works to Completion by the Completion Date, the Builder will pay or allow to the Owner by way of pre-estimated and Liquidated Damages, a sum calculated at the rate stated in Item 17 of the Appendix for the period from the Completion Date until the Works reach Completion or until the Owner takes Possession, whichever is earlier. 18.2 Liquidated damages may only be deducted from final payment The amount of any Liquidated Damages may be deducted by the Owner from the Final Payment only and any deficiency may be recovered by the Owner as a debt due to the Owner by the Builder. Termination In certain situations, either party may terminate the contract if they follow the correct termination procedure. If the builder is in substantial breach of a contract, the owner may give the builder a written notice to remedy the breach. The notice will specify:  The substantial breach  The timeframe for the substantial breach to be remedied after notice received by the builder, and LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 104 of 167  That if the substantial breach is not remedied as outlined in the notice, the owner intends to end the contract There are similar provisions applied for when the owner is in substantial breach. Factors leading to termination of a contract may include:  Repudiation – a party renounces the contract either expressly or through behaviour  Acceptance of repudiation –When the innocent party understands and accepts this repudiation, they are entitled to sue for damages suffered  Unreasonable and vexatious notice – contractor purports to terminate the contract through oppression, harassment, or annoyance caused to the other party (in essence, the contractor attempts to annoy or bully the other party so severely that they abandon the contract, thereby evading the responsibility they would incur if they abandoned it themselves)  Completion – in situations where the contractor is liable to complete the work at the contractor’s costs, e.g. in the situation of a ‘fixed price’ contract  Abandonment – where both parties mistakenly believe a contract is terminated when it is not, and no longer perform under the contract  Termination by contract and the operation of law/the terms of the contract  Frustration – contract can be discharged without fault of either party due to ‘acts of God’ (events with severe effects which occur seemingly randomly, with no discernible cause, or which happen too quickly to be prepared for/avoided), war, terrorism, severe illness, or where the contract subject matter is no longer in existence. 9.7 LEGISLATIVE CONDITIONS Each State and Territory has unique consumer protection legislation to regulate building and construction work. This legislation provides a level of protection for consumers by dictating what a building contract must - and cannot - include. Legal liability within the building industry and associated professions involves four main areas:  Tort law  Criminal law  Contract law  Legislation (statutes, acts, and regulations). Tort law Tort law covers civil wrongs, including anything which causes economic, physical, or legal harm. Criminal law Criminal law involves the government acting as the prosecutor of crimes which injure the health, property, and safety of both the individual and the general public. Basic contract law A contract is a legally binding agreement between two or more parties if it complies with specific rules of contract law. As such, an alternative definition of a contract is ‘a set of legally binding promises made by one party or more’. In accordance with contract law, contracts may be terminated or discharged in any one or more of the following ways, namely by:  Agreement  Performance LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 105 of 167  Frustration  Election upon breach  Mutual terms  Contractual right to termination Liquidated damages A client will specify that if the project is not complete by the date nominated in the contract (or as extended by agreement), then the builder will pay the client liquidated damages of the contract amount specified, usually calculated on a daily basis. Categories of contracts Contracts may be oral, written, or partly oral/partly written. Contracts may take a ‘simple’ or ‘deed’ form. A deed is a formal/specialty contract which must be signed, sealed, and delivered, and one for which no consideration is required.  Oral contracts – if the contract is oral, each party in dispute will have difficulty in establishing its version of the terms of the agreement (the dispute may degrade into a ‘he said/she said’ stalemate)  Partly oral/partly in writing – evidentiary problems will be similar to oral contracts. The importance of writing Where the contract is in writing and it appears to be complete, the courts will presume that the contract contains all required terms. In the event of a dispute:  The parties‘ individual conflicting interpretations of their intentions (terms) will generally not be relevant  The document is interpreted without regard to extrinsic evidence (oral or additional written evidence that contradicts or adds to the original terms of the contract). Terms of the contract The content (or terms) of the contract are determined at the time the contract was made. Therefore, once a contract is made, it is fixed, alterable only through variation by mutual agreement. Express terms These are the terms of the contract which are specifically agreed to between the parties, and are put in writing in the contract or agreed to verbally between the parties. Implied terms Some terms may not actually be put in writing, talked about, or even considered - but they may be implied by the agreement and treated as binding nevertheless. These terms may be implied because the law requires them to be part of the contract, or because common sense, standard industry practice, or past dealings create a reasonable expectation concerning how (and to what standard) the agreement will be carried out. These are terms implied by legislation or by the common courts of law. For example, terms implied by, the Domestic Builders Contract Act (in Victoria) and Australian Consumer Law or common law (on the federal level). The courts will imply that particular terms be included in particular types of contracts; this is done either because both parties would probably have explicitly agreed to the terms had they been raised during contract formation (‘ad hoc’ implied terms), or if the contract cannot be fully realised without them (‘standard’ implied terms). LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 106 of 167 For example:  A contract between an architect and their client  A contract between a builder and their client Warranties or conditions In contract law, a ‘warranty’ is defined as a declaration, promise, or guarantee from one party to the contract that a given statement or fact is true, such that its truth can be assumed and relied upon by the other party. A ‘condition’, likewise, is an event upon which the fulfilment of the contract depends. As mentioned before, the formation of a valid contract establishes mutual duties; a condition is a kind of qualification of a duty/obligation generated by a contract. Let’s suppose that Sophie, owner of a charcoal chicken shop, forms a valid contract with a chicken supplier: the supplier agrees to provide chicken to Sophie’s shop at a discount on the condition that Sophie buys chicken from them exclusively. The exclusivity agreement is an example of a condition, qualifying the contractual duty of the supplier to provide Sophie with discounted chicken; if Sophie buys from another supplier (that is, violates the condition), the original supplier doesn’t have to discount any chicken she buys. Furthermore, suppose that the chicken supplier tells Sophie that the chicken she’s buying is organic. This is an example of a warranty: the supplier is making a promise that the truth of the statement ‘our chicken is organic’ can be relied upon. Sophie, trusting the supplier, incorporates the organic status of the chicken in her advertising, after which she discovers that her supplier lied about their chicken being organic. This would constitute a breach of warranty on the part of the supplier. Terms ultimately fall into two classes, warranties or conditions:  Breach of a warranty gives right to damages, but does not entitle the innocent party to end the contract  Breach of a condition gives right to damages and entitles the innocent party to end the contract  Technically, any breach of a term of a contract entitles the innocent party to damages Legislation Legislation is law that has been enacted by the Government. The Trade Practices Act 1974 (TPA) has been renamed and is now known as the Competition and Consumer Act 2010 (Cth) (CCA). The TPA continues to apply for transactions that occurred up to 31 December, 2010. All States and Territories have enacted legislation repealing their respective fair trading legislation and adopting the national competition and consumer law regime. Parts of the TPA have been repealed and re-incorporated into the Australian Consumer Law (ACL), as found in Schedule 2 to the CCA.  Unconscionable conduct – sections 20, 21, and 22 of the ACL  Consumer protection – sections 18 and 29 of the ACL  Offences – Chapters 3 and 4 of the ACL LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 107 of 167 Contract validity A contract may be deemed invalid due to any of the following:  Misrepresentation and misleading conduct (at common law) This may occur at the pre-contractual negotiations, whereby a party makes a false statement to the other party.  Misleading or deceptive conduct under the Australian Consumer Law Section 18 of the ACL (formerly section 52 of the TPA) prohibits a corporation, in trade or commerce, from engaging in conduct that is misleading, deceptive, or likely to mislead or be deceptive. A person or corporation may be liable for damages by contravening this legislation. The intention of the party in contravention of the Acts is irrelevant – it is sufficient if the contravention took place, and does not matter that there was no fraud, recklessness, or negligence in the misleading or deceptive conduct.  Mistake A contract may be void because of a mistake made by one or both parties. A ‘deliberate mistake’ will void a contract, as the person committing it does not intend to see the contract through, and so they sabotage it through a ‘mistake.’ Beyond being a punishable offence, it causes undue stress (and often financial anxiety) to afflict the wronged parties. Mistake is a complex area of contract law; in general, though, being mistaken about an aspect of a contract won’t allow a party to escape contractual obligations. Further information can be accessed at: http://www.australiancontractlaw.com/law/avoidance- mistake.html  Duress A contract which is entered into under duress - if the duress compelled a person to act against their free will and was part of the reason for entering the contract - may be rendered voidable by the injured/wronged party.  Undue influence In a relationship of trust/confidence, or one in which one party exerts more influence, undue influence will be deemed to have occurred where one party takes unconscionable advantage of the other party through exploitation of the special relationship between the two.  Unconscionable conduct Section 4 of the ACL (formerly section 51A of the TPA) prohibits a corporation from engaging in unconscionable behaviour (that is, behaviour which violates general moral/social values), whether in the course of a consumer transaction or otherwise.  Lack of formalities Although there is no general requirement for contracts to be in writing (a contract may be oral, written, or partly oral and partly written), some legislation prescribes that certain contracts comply with particular formalities.  Incapacity An enforceable contract requires that both parties have legal capacity to enter into the contract. In legal terms, the capacity to enter into a contract is based on age (no minors), mental health, intoxication and/or financial status (namely, bankruptcy).  Uncertainty A contract‘s essential terms must be sufficiently certain, and not vague or uncertain. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 108 of 167  Illegality A contract whose purpose is illegal or is against public policy will be invalid.  Statutory intervention Freedom of contract, as a social/legal principle, assumes equal bargaining power between the parties to a contract. In reality, this is rarely the case, particularly with regard to consumers contracting with manufacturers/distributors/companies. Consequently, there has been significant statutory intervention in the area of contract law. With an emphasis on favouring and/or protecting the consumer, this legislation has: o Made small amendments to case law o Reformed significant portions of the law Contract law today, therefore, is a mixture of case law (that is, law established as a consequence of the outcomes of prior cases) and legislation. Remedies for breaches of statutory provisions include damages and injunctions. The Australian Consumer Law affects consumer transactions; as such, the building industry is not immune from its operation. In addition, the States and Territories have legislation directly relevant to contracting within the building industry, such as legislation affecting domestic building contracts and security of payment under construction contracts. Security of payment legislation In recent years, Australian jurisdictions have followed the approach of the United Kingdom by introducing security of payment legislation. This powerful legislation seeks to protect the parties who carry out construction work under construction contracts (builders, subcontractors, consultants, and suppliers), by providing them with a statutory entitlement to progress payments. This legislation, however, is generally not applicable to domestic building contracts between a home owner and builder. Contracts for domestic building work (low rise constructions) Domestic building contracts are treated as consumer transactions, and thereby fall within the consumer protection regime. Contracts for domestic building work must comply with the legislation of the particular jurisdiction, as there is no uniform standard regarding domestic building contracts. Generally, the various statutes prescribe the following:  Implication of warranties regarding all domestic building work into contracts  Capping of the deposit amount a builder may demand or receive at a specified percentage of the contract sum  Prescription regarding how prime cost items and provisional sums are to be used in the contract  Prescription of specific requirements for major domestic building work contracts  Provision for a cooling-off period  Regulation of the use of variations  Imposition of limits on progress payments  Prescription of specific requirements for display home contracts LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 109 of 167 Domestic Building Contracts Act 1995 (Victoria) (VCAT) – Overview In Victoria, VCAT has jurisdiction to hear and resolve building disputes arising under a domestic building contract; as such, resolution is prefaced by a compulsory conciliation process. Contracts for domestic building work which relate to a home must be in accordance with the Domestic Building Contracts Act 1995 (Victoria). This requires that the contract be in writing, in a specific form, and include certain provisions. A contract for domestic building work which does not comply with the legislation may not be enforceable. Summary In this section, you have learnt how to:  Identify and apply various types of building and construction contracts  Identify and analyse essential terms and elements of a valid contract  Analyse the importance of identifying an intention to create legal relations  Identify and analyse the rights and liabilities of parties under a contract  Identify and apply common building contract terms and procedures  Identify and analyse circumstances that bring about a breach of contract  Identify and apply legislative requirements LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 110 of 167 Learning Activity 9.1 – Building Contracts This Activity may be completed in pairs. 1. Read Clause 10 of the VBA ‘Consumer Affairs Victoria's model domestic building contract for new homes’ (URL: http://www.vba.vic.gov.au/consumers/contracts). 2. In your own words describe how Clause 10 impacts the Builder. You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 111 of 167 Learning Activity 9.2 – New Home Contract This Activity may be completed in pairs. 1. Using the VBA ‘Consumer Affairs Victoria's model domestic building contract for new homes’ (URL: http://www.vba.vic.gov.au/consumers/contracts) complete the following for 10 (ten) general clauses. Clause number / title Purpose of clause _ No. of Subclauses 1 2 3 4 5 6 7 8 9 10 LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 112 of 167 Learning Activity 9.3 – Variation to Plans This Activity may be completed in pairs. 1. Explain what the Variation to Plans and Specifications included in the VBA contract is used for. Provide a valid example. 2. Why it is important that contracted work is carried out in accordance with the contractual obligations as outlined and agreed upon by all parties involved? You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 113 of 167 SECTION 10: CONTRACT SELECTION When you enter into a construction contract, it is critically important that you select the correct contract type for the works to be undertaken. 10.1 SELECT AN APPROPRIATE CONTRACT Prior to selecting a standard contract for a particular building and construction project, a number of considerations need to be taken into account:  Type of contract – you need to identify the purpose of the contract (e.g. residential, commercial, industrial), and which form will best suit your aims (lump sum, schedule of rates, cost plus, etc.)  The scale and complexity of the project – namely, whether the project is considered to be small, medium, or large, and whether it is a normally or greatly complex project  The works to be carried out – are the works wholly new, or do they consist principally of alterations?  Who will administer or supervise the project? – potential candidates could be an architect, engineer, or other nominated person  Is a schedule of rates or a bill of quantities included as part of the contract documentation? –these will define the clarity and extent of payments  Practical completion – From a practical perspective, is it more appropriate for the works to be staged? Due consideration of each of the above factors will assist in determining the most appropriate type of contract for the building and construction project in question. 10.2 IDENTIFY CONTRACT DOCUMENTATION There is a range of documents which, considered collectively, make up a contract. These documents need to be accurately identified and prepared before the contract can be entered into and the building works undertaken. These documents include:  A formal instrument of agreement which is signed by both parties (i.e., the contract itself)  General or special conditions of contract – be they Standard Form or specially prepared by lawyers  Approved construction plans  Drawings (usually architectural and engineering drawings. Sometimes, however, they may also include those of specialist consultants, such as landscape architects and interior designers)  Signed specifications  Approved construction schedules  A Bill of Quantities  Project timelines  Material lists or purchase orders  Labour requirements/human resource projections  Equipment, site accommodation, and services information  Other information, as required LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 114 of 167 Select contract documents Discuss with your trainer/employer/supervisor in order to determine why each of these documents are important to contract negotiations and agreement. The contract will normally specify an order of precedence of the documents, which should be referred to in the event of conflict between the documents:  Formal instrument of agreement  Special conditions of contract  General conditions of contract  Specification preliminaries  Specification  Drawings An important document to consider - normally forming part of the contract documentation - is AS 2124 General Conditions of Contract. An overview of the purpose and contents of this document is provided below. AS 2124 General Conditions of Contract AS 2124 General Conditions of Contract normally forms part of the contract documentation. Considered broadly, it represents the interests of all parties to a contract, including provision for the resolution of conflicts and disputes. For example, the standard includes:  General conditions pertaining to such things as: o Shop drawings o Schedules o Contractor responsibility o Drawings and specifications o Limitation of liability o Dispute resolution.  General conditions – changes in the work: o The rights of the owner with respect to subcontractors and material suppliers o Disagreements between owner and contractor o Payments and completions.  General conditions – miscellaneous provisions: o This is primarily applicable to renovation and rehabilitation work. Contractual obligations The principal obligation of the owner is to pay the contractor the agreed monies for the works they have done in accordance with the scheduled timelines. Upon practical completion, the contractor usually returns possession of the site to the owner. In general, neither the principal nor the contractor can assign any rights or obligations to a third party without both parties agreeing. The owner/client must give possession of the site to the contractor/builder by the agreed date for the commencement of the building works. Likewise, the builder/contractor has an obligation to complete the works to practical completion. AS 2124 General Conditions of Contract forms part of the contract documentation for a project. Remember that AS 2124 can also incorporate additional inclusions/exclusions (by mutual agreement) in the form of addendums. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 115 of 167 For example, most of the work within the building and construction industry is carried out by subcontractors. It is the usual practice of some principal/client to be involved in the process of the appointment of any subcontractor. AS 2124 allows for such provisions, in order to serve the interests of all parties involved. Drawings Working drawings enable estimators, builders, and sub-contract tradespersons to perform their respective tasks. Most working drawings have a standard layout of plans, elevations, and detail sections. If you need to acquire certain information from working drawings, this standard layout will help you to find it. A set of drawings for the construction of a building consists of some (or all) of the following:  Site Plan  Foundation Plan  Floor Plan  Elevations (four)  Sectional Elevation  Section Details  Bracing Plan  Tie Down/Fixings  Joinery Schedule  Timber List Most of these relate to on-site construction plans. General requirements for working plans entail that they be drawn to a scale of 1:100. There are exceptions, naturally: construction details are required to be drawn to a minimum scale of 1:20, and site plans to a scale of 1:500. However, 1:200 is preferred by many local authorities. The scale may also depend on the area of the site. Off-site tradespeople - like construction workers - must be able to read and interpret plans without error. The interpretation of plans is often the only method by which you will be able to calculate the size of the products you are going to produce (and consequently the materials you will need). 10.3 SELECT SUBCONTRACTORS You should not choose a subcontractor based only on their tender bid price; you should also review the quality of their work on previous projects. Getting a good price doesn‘t mean much if the work is shoddy or partially completed. You have every right to ask for references for the subcontractor's previous work, including contacting their previous or existing clients. The examination of three jobs should be enough to make an informed decision. When you check the subcontractor‘s references, don't just contact the people the subcontractor specifies. These may be family members or friends. The best way to check up on previous work is to go to current job sites or find independent referees. If the trade is licensed - plumbing and electrical for example - you must confirm that the subcontractor and all their personnel working on-site have the appropriate licences and insurances to perform and sign off the work. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 116 of 167 Contractor scope Before agreeing on final terms and price, you should meet with the subcontractor to agree on the scope of their work. For example, the scope of work for a window contractor will include documentation covering the types of windows, frame construction and finishes, and all the hardware that the contractor is required to provide to finish the job. The scope will also include installation, delivery, and other general conditions of the work associated with the site. In order to sort out and agree upon final terms with the subcontractor, you also need to agree on payment terms, the schedule, and any other project conditions, including site induction, safety, work processes, and clean up procedures at the same time. If there are areas of work concerning which two different subcontractors may have overlapping duties, you must make sure that you clarify the person responsible for these tasks within the scope of work. It is better to get this sorted out at the outset, as if these issues arise during construction, they could cause unnecessary delays. You may also need to determine who is responsible for obtaining licences and permits, and include these details in the contract. The terms of service must be included in the agreement, including start and end dates for all services to be performed. In addition, these terms should define the date deliverables or milestones that should be met if work is to be completed in the planned phases. Contractor capacity Following the scope meeting, you should have a thorough understanding of the potential subcontractor‘s capacity to complete the required work. In legal terms, the capacity to enter into a contract is based on age (no minors), mental health, intoxication and/or financial status (namely, bankruptcy). For a contract to exist and be enforceable, all parties must have the legal capacity to enter into the contract. From a business perspective, you must also ensure that the subcontractor has the necessary skills, knowledge, and resources (human and financial) to complete the work. You also need to confirm that they can complete their work on time, as per the construction schedule. It is not worth entering into a contract based on price with anyone who will not complete their work on time, potentially holding up other trades and eventually delaying final handover of the building. 10.4 FORM A BINDING AGREEMENT Intention to form a contract It is essential that the two parties to a contract have intended that their agreement be legally binding. In the case of business agreements, this intention is usually presumed unless there is an 'honour' clause indicating otherwise. Where it is not intended to establish a contractual relationship in the initial stages, a letter of intent is commonly used. A letter of intent is generally not an acceptance of an offer, but only an expression of intent to enter into a contract at some time in the future. It may, however, constitute an acceptance of an offer if its wording is sufficiently precise. On occasions, a letter of intent may constitute an acceptance of a collateral or preliminary contract; that is, the principal will be liable to the contractor for the cost of preliminary work - such as investigation, design, and drawing LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 117 of 167 work - when carried out in anticipation of being awarded the main contract. It can be helpful to think of a preliminary contract as a ‘mini-contract’, intended to cover the costs of the background work required before the main contract work can be started. A principal who requires a contractor to commence preliminary work may issue a letter of intent, authorising preliminary work to a limited value. Unless a letter of intent provides such details, it is not contractually binding and should not be acted on by a contractor. A contractor receiving a letter of intent - being prepared to take the commercial risk involved in starting work - should make it clear that by commencing the preliminary work on the contract, they are not agreeing to conditions which may subsequently be presented. If they don’t make this clear, the contractor may be held to have accepted the principal's conditions as part of a contract by performance. Consent to contract conditions An acceptance must be positively communicated to the offerer and free of qualifications, if it is to be valid. This is because conditional acceptance (that is, acceptance with qualifications) is considered to become a counter- offer. The acceptance can only be made by parties to whom the offer was made. Once acceptance is made, it cannot be withdrawn without permission of the offerer. Acceptance must be indicated within the validity period or, if no validity period is set, within a reasonable time. For an offer to be validly accepted, it is necessary for both parties to agree with, and understand, every important term of the offer. This is called 'a meeting of the minds'. The courts assume that there was a meeting of the minds when the offerer takes reasonable steps to ensure that all terms are brought to the attention of the offeree. For this reason, conditions of purchase should be printed on the reverse of invitations to quote and referred to on the face of the document. It is the responsibility of offerees to familiarise themselves with conditions of sale or quotation. Where a quotation or tender is offered containing terms such as conditions of sale or conditions of contract, it is essential that the terms be fully comprehended before accepting the offer. Once an offer is accepted, the offeree will be bound by the terms, no matter how unfair they may be. Presentation of fine-print contract conditions satisfies the legal test of bringing the offeree's attention to the conditions, and failure to read the conditions represents no excuse at law. As in one’s dealings as a consumer, so in work: always read the fine-print of a contract. Included in an offer –whether implicitly or explicitly - are terms relating to the mode of accepting that offer. An acceptance must be made in the manner required by the person making the offer; for instance, the offerer may require the acceptance to be in writing, in which case an oral acceptance would not establish a contract. Hence, when accepting an offer, it is necessary to accept in the appropriate manner in addition to indicating acceptance of the other terms of the offer. A principal's conditions of tendering may modify the normal rules as to the mode of acceptance of an offer. Ideally, they would stipulate that acceptance must be in writing. An offer can be withdrawn before it is accepted, as long as notice of the withdrawal is received by the person to whom the offer was originally sent prior to their acceptance. Usually, a tender may be withdrawn before it is accepted, even in cases where the tenderer undertakes to keep the tender open for a certain period. An exception is made where the principal's wording of the tender form incorporates an element of consideration in return for keeping the tender valid. An example is 'In consideration of the tenderer undertaking to keep their offer open for the validity period, the principal undertakes to examine the tenderer's offer.' In this manner, a collateral or ancillary (secondary) contract is created, with its own element of consideration. Sometimes a LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 118 of 167 nominal sum of money (e.g. 10 cents) is offered as consideration. It is unwise for a principal to force a tenderer to keep open an offer which the tenderer wishes to withdraw. In such cases, variations, claims, defective work, repudiation of the contract, and liquidation of the contractor are likely to follow. Valid acceptance of an offer requires both the intention to form a contract and a positive action on the part of the offeree. It is not possible to impose contractual liability on the offeree by stating that silence will constitute acceptance. Summary In this section, you have learnt how to:  Accurately select a contract appropriate for the type of construction  Accurately identify and prepare a range of documents that collectively make up a contract  Accurately identify and apply requirements associated with an offer and acceptance of a contract  Confirm the capacity of the parties to form a binding agreement in the form of a contract  Identify and apply factors associated with the parties’ consent to contract LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 119 of 167 Learning Activity 10.1 – Contract Selection This Activity may be completed in pairs. 1. Prior to selecting a standard contract for a particular building and construction project, what 5 considerations need to be taken into account? You may use this space to take any notes: Learning Activity 10.2 – General Conditions of Contract This Activity may be completed in pairs. 1. In your own words, give a brief interpretation of AS 2124 General Conditions of Contract. You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 120 of 167 SECTION 11: CONTRACT ADMINISTRATION When dealing with contracts, it is essential that you seek professional advice if you do not understand, or are unfamiliar with, contract clauses or processes. 11.1 PREPARE THE CONTRACT The successful construction of a building project is dependent upon the successful execution or administration of the contract. Compulsory elements / Formal requirements Legislation in most States and Territories has introduced requirements that must be complied with in relation to domestic building contracts. These are generally procedural in nature. Some examples may be requirements to the effect that the contract:  Must be in writing  Must set out, in full, all the contractual terms  Includes a detailed description of the work to be carried out  Includes plans and specifications for the work, containing sufficient information to enable the obtaining of a building permit  States the names and addresses of the parties to the contract  Is signed by the building work contractor and building owner personally, or through an agent authorised to act on behalf of the contractor or building owner. The building owner must be given a copy of the signed contract as soon as reasonably practicable after it has been signed by both parties, together with a notice in the prescribed form containing the prescribed information. Terms and Conditions A successful contract is only as good as its terms and conditions. Common terms and conditions may include:  Definitions  Contract formation  General obligations  Variations  Contract price and payment  Insurance and liability  Duration, handover, and defects liability  Termination  Disputes  Materials  Price warnings  Payment schedule (progress payments)  Extension of time conditions  Use of drawings and specifications  Other miscellaneous documents which the parties feel ought to form part of the contract LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 121 of 167  A general clause detailing notices, assignment, subcontracting and the scope of the agreement, amendment, representation, severance, and waiver Contract preparation procedures Whether the building works are for a new building, refurbishment, extension, or maintenance works, the procedures are very similar and usually include the following:  Assessment of clients' requirements and preliminary solutions  Formal feasibility study, if required  When works deal with an existing building, preparation of existing plans  When works concern a new building, measurement of the site  Initial scheme drawings  Full scheme drawings  Obtaining planning, building regulation, and other required consent  Preparation of specification/bills of quantity  Obtaining competitive tenders, with the process carefully controlled  Analysis of tenders received and tender report  Commencement on-site  Contract administration – building contract management, preparation of contract documents, supervision of the contractor, documentation, and reporting  Monitoring of the program of work, quality of work, and costs  Identification of poor working practices, defects, and damage  Work rejected, if appropriate  Agreement of final account Other inclusions  Clauses: o Adjustments should be made to the document when required, in order that the contract does not become frustrated or circular in its operation o Special clauses will require drafting by legal experts o Low rise commercial work is subject to limited regulation; commercial contracts mainly operate under contract and common law  Meanings, interpretations, and definitions; e.g. explanation of the intended and particular meaning of words that are contained in each contract  Express and implied terms  Other terms and procedures that will prevent confusion arising between clients and builders over the meaning of building terms, especially when terms are not defined in the contract LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 122 of 167 Checklist Before signing a legally binding contract, check the following items: Item/question YES or NO Has an insurance policy or certificate of currency for builder's insurance been issued and provided to you? If not, is the Contract conditional upon you receiving either an insurance policy or a certificate of currency for builder's insurance? If the Contract is conditional upon the Owner receiving written approval for finance, has the Owner obtained such approval? Has the Owner had the Contract long enough to read and understand it? Has the Owner been provided with evidence that the Builder named in this Contract is registered with the Building Practitioners Board? Are the Price and Progress Payments clearly stated? Does the Owner understand how the price is calculated, and how it may be varied? Has the Builder assessed the suitability of the site for the proposed works and, if tests are necessary, have they been carried out before signing the Contract? If a Deposit is payable, is it within the legal limit? The maximum under the Domestic Building Contracts Act 1995 is: (i) 10%, if the Price is less than $20,000 or; (ii) 5%, if the Price is $20,000 or more. Is the work shown and described clearly in the Contract, Plans, or Specifications, and any other relevant documents - such as engineering computations or the soil report? Are the Owner's special requirements or finishes included in the Plans or Specifications? Are the commencement date and Completion Date clearly stated, or capable of being ascertained? Is the procedure for extensions of time understood? Are any Provisional Sums or Prime Cost Items clearly stated in the schedules, and understood? Is the procedure for variations of Plans or Specifications understood? Do you understand the circumstances in which you can end the Contract? LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 123 of 167 11.2 SEEK EXPERT ADVICE Before developing a contract, it is important that you seek advice from people who have the particular qualifications and experience needed to provide relevant and accurate information in support of your efforts. Unless you have the specific qualifications and experience, taking the ‘do it yourself’ approach can be a costly mistake. Two specialists that you might use are i) legal practitioners (solicitors) and ii) conveyancers. Expert advice can be sought for all aspects of work in the construction industry. All tradespersons and professionals possess some degree of skill in their specialised subject-matters which laypeople (non-professionals) lack; the proper implementation of these skills can (and does) have a major impact on the successful completion, structural integrity, and quality of the project. Legal practitioners A legal practitioner must hold a current practising certificate and have professional indemnity insurance. They can:  Review and advise on the vendor’s statement and the contract of sale  Make sure that the transfer of title is done correctly  Advise on terms and conditions that need to be included in a contract to meet individual needs, and on the ways in which different types of title may affect ownership rights and responsibilities  Perform general legal work and provide legal advice to their client If you use a legal practitioner, make sure they have a current practising certificate by checking with the appropriate body in your State or Territory. For example, in Victoria, you can check the Legal Service Board of Victoria’s public register of legal practitioners. Conveyancers A conveyancer is a person, other than a legal practitioner, who can:  Undertake property conveyancing work  Perform legal work or give legal advice with respect to the transfer of title A conveyancer must hold a licence and have professional indemnity insurance. Conveyancers can be engaged to:  Find and review property titles  Check the vendor‘s statement  Advise on the terms and conditions in the contract of sale If you use a conveyancer, make sure they are licensed by checking with the appropriate body in your State or Territory. For example, in Victoria, you can check the Victorian Business Licensing Authority‘s public register of conveyancers. 11.3 PROJECT REPORTING The success of a project relies on high-quality communication processes. Therefore, it is important to make sure that various key practices are observed in order to achieve success in constructing a building project. This may involve a number of challenges relating to monitoring, measuring, and controlling performance. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 124 of 167 Performance involves the art of control which, in turn, involves the process of monitoring. Traditional effective control involves:  Establishing standards (from which benchmarking will follow)  Monitoring standards via regular inspections  Measuring performance against standards, taking corrective action as necessary Performance controls may include the use of tools, such as:  Charts (for milestones, budgets, etc.)  Contingency plans  Risk management Measuring performance involves a criterion - or a range of criteria – agreed upon between the parties. It is normally represented in the contract documentation. It is not easy to measure performance due to the influence of a number of factors. For example:  Project lifecycle – different stages of the project produce different outcomes during the project’s lifespan  The duration of the project – generally speaking, the longer the duration of the project, the greater the number of individual tasks. The greater the number of tasks, the more difficult it is to accurately and confidently measure performance across all tasks. 11.4 PRACTICAL COMPLETION The construction of a project is normally represented by contract documents and specifications. Therefore, part of the completion of a construction project requires that all the legal requirements, including those relating to the content and storage of contract documents and specifications, are satisfied. This information should be included in the contract documentation at the commencement of the project. For example, the following are some of the documents which need to be completed.  Completion certificates – documents which effectively demonstrate performance, as stipulated in the contract  Retention of monies – provisions against any defects discovered in the finished works; such retentions are normally held by the client  Warranties – normally associated with the technical aspects of the project. These can be easily invalidated due to incorrect operation  Maintenance – normally represented by a separate contract following formal handover of the project  Operational documentation – every project does not necessarily have access to operating manuals and supporting technical documentation. The law dictates that ignorance of this requirement is no defence against failing to meet it  Archiving – Preserving records of how the project was undertaken (including the above) is vital to ensure that those working on similar, future projects can study your procedures and reactions to problems/crises with the aim of improving their outcomes. The reasons for keeping project records may include: o Benefits for the next project o Skills and knowledge transference LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 125 of 167 (Note: text taken from Master Builders Association of Victoria - New Homes Building Contract) 17. OBLIGATIONS OF BOTH PARTIES UPON COMPLETION 17.1 Submission of final claim and notice of completion by builder On Completion, the Builder will give to the Owner:  the Final Claim; AND  if a building permit was issued for the Works a copy of the Occupancy Permit, if required, or in any other case a copy of the certificate of final inspection, if required, AND  a written notice: (i) stating that the Works are complete and the date on which the Works reached Completion; AND (ii) requesting a final inspection of the Works with the Owner or the Owner's Agent at a date and time specified in the notice. 17.2 Owner will notify builder if unable to attend final inspection If the Owner or the Owner's Agent is unable to attend the final inspection of the Works at the date and time specified in the Builder's notice given under clause 17.1, THEN the Owner will:  immediately notify the Builder in writing of the Owner's or the Owner's Agents unavailability to attend that inspection prior to the date of the Builder's proposed inspection; AND arrange with the Builder an inspection of the Works at a mutually agreeable time during normal business hours and on a date which must not be later than seven (7) Days from the Builder's proposed date for final inspection; BUT if the Owner does not do so then the Owner will be taken to be available to attend the final inspection at the date and time stated by the Builder's notice given under clause 17.1. 17.3 If owner fails to attend final inspection final claim due and payable If the Owner or the Owner's Agent does not attend the arranged final inspection of the Works with the Builder, then by failing to attend the Owner agrees that:  the Works will be taken to have reached Completion; AND  The Final Claim submitted by the Builder shall be payable in accordance with Item 13 of the Appendix. 17.4 If owner agrees works are complete final claim becomes due and payable If at the final inspection of the Works the Owner agrees that no defects exist and the Works have reached Completion, then the Owner must:  sign a notice to that effect; AND  Pay the Final Claim to the Builder in accordance with Item 13 of the Appendix. 17.5 Owner to provide signed defects list to builder in certain circumstances If at the final inspection of the Works the Owner claims any defects exist, or the Works are in any way incomplete or not in accordance with the Plans or Specifications, then the Owner must at that inspection give to the Builder a written list specifying such items and both the Builder and the Owner will sign this list and each will retain a copy. Notwithstanding the fact that the Builder signs the list LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 126 of 167 provided by the Owner, the Builder's signature is not an admission that the alleged defects or incomplete items exist in the Works. 17.6 Builder will complete the works within 21 days of receipt of a signed defects list The Builder will complete any necessary outstanding items listed on the signed defects list as required by this Contract within twenty-one (21) Days or if any necessary Materials are unavailable, within a reasonable period after receiving a signed defects list under Clause 17.5. 17.7 Final claim payable by Owner upon completion of items by Builder Upon completion of all necessary outstanding items stated in the defects list given under Clause 17.5 the Owner will pay the Final Claim to the Builder in accordance with Item 13 of the Appendix. 17.8 Owner's entitlement to keys and possession of the works The Owner will not take Possession of the Works or any portion of the Works and will not be entitled to the keys to the Works prior to payment to the Builder of the Final Claim; UNLESS  the Owner has obtained the Builder's written consent to take Possession; OR  Is otherwise entitled to do so under this Contract or at law. 17.9 If Owner takes possession of the Works when not entitled to do so Owner is liable to Builder for any loss or damage suffered If the Owner takes Possession of the Works or any portion of the Works when not entitled to do so under this Contract or at law, the Owner will be liable to the Builder for any loss or damage resulting therefrom. 17.10 Builder to hand over keys upon payment of all monies under the Contract On payment by the Owner of the Final Claim, the Builder will provide all keys to the 17.11 Owner's obligation upon taking possession of the works Upon the Owner taking Possession of the Works, the Owner will maintain the Works in a good, fit and proper condition for the duration that the Owner remains in Possession of the Works for a period not exceeding ten (10) years. 17.12 Land to be in a neat and tidy condition before builder submits final claim The Builder will, before submitting the Final Claim to the Owner, ensure that the Land and the Works are in a reasonably neat and tidy condition. A Guide to Standards Australia If you need more information, head to the FAQ page of Standards Australia at: http://www.standards.org.au/pages/faq.aspx LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 127 of 167 11.5 TERMINATION When developing a contract for a construction project, it is important that you identify and assess the factors that might lead to the termination of that contract. You will therefore need to make sure that the roles and responsibilities of all contract parties are identified, agreed upon, and documented in accordance with legislative, organisational, and project requirements. This will involve implementing consultative processes to negotiate and confirm contract specifications with the relevant people. Although contracts can be cancelled by any party at any time, the party terminating the contract must consider the costs of doing so. All your construction contracts should include a clause or clauses that clearly state the grounds and procedures associated with termination of the contract. If you do not have appropriate termination clauses, then the contract may be subject to the general contract law appropriate to your State or Territory. If this is the case, then the outcomes of any disputes may not be as favourable as you might expect. You may wish to terminate a contract with a subcontractor for theft, fraud, poor or slow work, or the death of the contractor. Whatever the cause, you must follow the contract conditions and written procedures pertaining to it in the contract. To do this may involve giving the subcontractor a specified period of notice, or you might be required to request rectification/repair of particular work. In some instances, you might be able to claim extra costs associated with contracting others to complete the work. Failure to follow the termination clauses and procedures specified in the contract could lead to a claim by the subcontractor for loss of profit and other expenses, which will ultimately impact on the profitability of the job. When communicating with a subcontractor during contract termination, it is vital that every contact is documented in some way. Keep copies of emails and letters, and make file notes of telephone conversations or meetings. No matter how insignificant you might think the contact is, recording the details might make a difference to the outcomes of subsequent legal action. (Note: text taken from Master Builders Association of Victoria - New Homes Building Contract) 26. RESOLUTION OF DISPUTES 26.1 Unsettled disputes may be referred VCAT If any dispute between the Owner and the Builder in connection with this Contract cannot be resolved by informal agreement either party may make application to the Victorian Civil and Administrative Tribunal ("VCAT") which is located at 55 King Street, Melbourne and which may be contacted by telephone on (03) 9628 9999 During the lead up to, and following termination of a contract, you should make sure that the site has been properly secured. This also applies to any materials and tools on the site. By doing this, you are protecting the assets of your organisation that might be under threat from the subcontractor who might cause damage to, or take assets in lieu of payment pending the outcome of legal action. Although you should have suitable security procedures and processes in place at all times, it is particularly important during contract termination, as people sometimes act irrationally when under stress caused by legal conflict. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 128 of 167 20. OWNER'S RIGHTS TO TERMINATE CONTRACT (Note: text taken from Master Builders Association of Victoria - New Homes Building Contract) 20.1 Owner's right to serve notice of intention to terminate contract If the Builder:  fails to produce to the Owner a copy of the relevant insurance policy or certificate of currency setting out details of the required insurance under the Building Act 1993, as required by Clause 5; OR  fails to proceed with the Works with due diligence or in a competent manner; OR  unreasonably suspends the carrying out of the Works; OR  refuses or persistently neglects to remove or remedy defective work or improper Materials, so that by the refusal or persistent neglect the Works are adversely affected; OR  refuses or persistently neglects to comply with this Contract (including the requirements of municipal or other authorities); OR  is unable or unwilling to complete the Works or abandons the Contract; OR  is in substantial breach of this Contract; If you are unsure about any aspect of contract termination, always seek advice from the legal department of your organisation, or from a suitably qualified legal practitioner. According to Alexandra Wedutenko (of the legal firm Clayton UTZ), it is critical that, when developing contracts, you:  Make sure that your contract is well-drafted, with a clear scope and timelines for delivery  Include and follow contract variation procedures. If you do exercise variations, make sure you specify new delivery times, where relevant  Properly manage a contract, dealing with non-performance issues in a prompt manner. If you wish to terminate, you need to clearly and specifically follow the termination procedures in your contract  Ensure that you act as if ‘time is of the essence’. If time is a critical element in your contract, comply with all contract provisions, including giving appropriate notice related to termination requirements. 11.6 CALCULATON OF RISE AND FALL PROVISIONS Given that the duration of the construction phase of a project can often be measured in months and years, and because the construction of project is basically represented by labour and materials, it stands to reason that the cost of labour and materials may rise and fall periodically during the life of the project. With regard to fixed price contracts, the rise and fall may be the responsibility of either the contractor or the client. Precisely whose responsibility it is should be determined prior to starting work, as bearing sole responsibility for covering rise and fall costs in a contract can turn out to be heavily expensive. Rise and fall provisions are used in lump sum type contracts to compensate either the client or the contractor for fluctuations in the prices of labour and/or materials. The use of such a clause in a contract allows tenderers to be competitive in their pricing, in that they do not have to be concerned with the effects of inflation. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 129 of 167 Rise and fall provisions can only be used in contracts over $500,000. The use of AS 2124 General Conditions of Contract allows for rise and fall provisions. Calculation of the applicable rise and fall is done by way of a formulae is reliant on one or more independently maintained cost indices, published monthly by the Australia Bureau of Statistics, as the Labour Index and Producer Price Index for construction industries. Simple rise and fall example: o Rise and fall % = [(New index – Base index) / (Base index)] x 100 Example:  Labour Index in February 2009 = 100.18  Labour Index in February 2010= 102.31  Rise and fall from February 2009 to February 2010 = [(102.31 – 100.18) / (100.18)] x 100 = 2.13 % Example: Zero Construction takes on a 15 month project, the builder and client have opted to claim for the rise and fall at each 5 (five) month stage of the project. The project contract is signed in March 2010, in which the Labour Index is 102.4 and the Producer Price Index is 96.9. The contract is signed for a total cost all $624,000, costs are divided equally throughout each stage. Month Month Labour index Producer Index base March 2010 102.4 96.9 1 April 2010 102.75 96.9 2 May 2010 103 97.1 3 June 2010 103.3 97.2 4 July 2010 103.6 97.5 5 August 2010 103.9 97.8 Total [Mar-August] [103.9-102.4/102.4]*100 1.46% [97.8 – 96.9/96.9]*100 1.00% For the Stage 1 Payment of $624,000 / 3 = $208,000 Rise and fall rate of Labour at 1.46% will give an increase of $3,036 with the total amounting = $211,036 Rise and fall rate of Producer Price at 1.00% will give an increase of $2,080 with the total amounting to = $210.080 LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 130 of 167 6 September 2010 104.2 98.1 7 October 2011 104.5 98.4 8 November 2010 104.9 98.6 9 December 2010 105.3 98.8 10 January 2011 105.5 98.9 Total [Mar ’10 –Jan ‘11] [105.5-102.4/102.4]*100 3.02% [98.9 – 96.9/96.9]*100 1.76% For the Stage 2 Payment of $624,000 / 3 = $208,000 Rise and fall rate of Labour at 3.02% will give an increase of $6,281 with the total amounting to = $214,281.00 Rise and fall rate of Producer Price at 1.76% will give an increase of $3,696 with the total amounting to = $211,696.00 11 February 2011 105.9 99 12 March 2011 106.2 99.1 13 April 2011 106.5 99.5 14 May 2011 106.9 99.8 15 June 2011 107.4 100.2 Total [Mar’10-Jun’11] [107.4-102.4/102.4]*100 5.18% [100.2 – 96.9/96.9]*100 3.41% For the Stage 3 Payment of $624,000 / 3 = $208,000 Rise and fall rate of Labour at 5.18% will give an increase of $10,777 with the total amounting to = $218,777.00 Rise and fall rate of Producer Price at 3.41% will give an increase of $7,092 with the total amounting to = $215,092.00 11.7 PROGRESS PAYMENTS The basic advantage of a progress payment scheme is to enable the contractor to receive a portion of total value of the contract when a particular part of a project is completed. Normally, progress payments for the construction of a project are processed on a monthly basis, thereby allowing a contractor, for example, to LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 131 of 167 receive payments for works completed for, say, the month of April to be paid at the end of May. Such payments enable the contractor to maintain a positive cash flow with respect to the construction of the project at hand. AS 2124 General Conditions of Contract contains within it detailed documentation as to the process to follow for progress payments, including other types of payments that may be made as part of the construction project. Accordingly, detailed next is Method A from the MBAV New Homes Building Contract. Although each builder has different processes or methods of claiming completed building works, the following ― Method A - is the preferred option. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 132 of 167 Method A NOTE: Method A is prescribed under Section 40 of the Domestic Building Contracts Act 1995 and is generally used for new homes. If Method A is used, the Builder must not demand, recover, or retain more than the percentage of the Contract Price stated for the completion of each Stage of the Works. Under Method A or B, the maximum deposit is 5% if the Contract Price is $20,000 or greater, and 10% if the price is less than $20,000. TYPE OF CONTRACT (Select one of the following) %OF CONTRACT PRICE VALUE (in figures) PAYMENTS AND STAGES UNDER THE CONTRACT Contract to build to lock up stage $ Deposit (refer to Clause 11.6 and Item 10.2 of the Appendix) ( 20% ) $ Base Stage (25%) $ Frame Stage $ Final Payment Upon Completion = 100% $ Total Contract to build to fixing stage $ Deposit (refer to Clause 11.6 and Item 10.2 of the Appendix) ( 12% ) $ Base Stage ( 18% ) $ Frame Stage ( 40% ) $ Lock up Stage $ Final Payment Upon Completion = 100% $ Total Contract to build through to all stages $ Deposit (refer to Clause 11.6 and Item 10.2 of the Appendix) (10% ) $ Base Stage (15% ) $ Frame Stage (35% ) $ Lock up Stage (25% ) $ Fixing Stage $ Final Payment Upon Completion =100% $ Total LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 133 of 167 A typical New Homes Contract includes the following provision: Either the Owner or the Builder may ask for the Building Works to be varied. The request must be in writing, must be signed, and must set out the reason for and details of the variation sought. If the Owner requests the variation and the Builder reasonably believes the variation will not require a variation to any permit, will not cause any delay, and will not add more than 2% to the Contract Price, the Builder may carry out the variation. If the Builder requests the variation, the notice given by the Builder must state the following further particulars: 1. What effect the variation will have on the Building Works 2. If the variation will result in any delays, the Builder's estimate of such delays, and 3. The cost of the variation and the effect it will have on the amount payable by the Owner under this contract. If the Owner requests a variation and the Builder has not agreed to carry out the variation, the Builder must give the Owner, within a reasonable time after having received the request, a notice setting out the particulars. Alternatively, the Builder must state that they refuse (or are unable) to carry out the variation, detailing the relevant reasons. Therefore, the Builder must not give effect to any variation unless the Owner gives the Builder signed consent to or a request for the variation attached. If, within 7 days of the Builder giving the Owner the particulars, the Owner does not give the Builder (i) A signed variation and (ii) Written evidence of the Owner's ability to pay for the variation, the request by the Owner for the variation is deemed withdrawn. 11.8 EXTENSIONS OF TIME Normally, within the building and construction industry, extensions of time for delay are concerned with the practical completion date; more specifically, those activities which are critical – those in which delays causes practical completion to be delayed at the same time. Remember that activities on the critical path of a construction program are those which afford no spare time (or ‘float’), meaning that the activity must start and be completed on the allocated dates. On the other hand, it is normal within a building construction contract to allow for a stipulated number of days to cover for when poor weather (e.g. rain) does not allow construction to proceed. However, should poor weather be excessive to that stipulated in the contract, then there may be good reason for the contractor to seek an extension of time. AS 2124 General Conditions of Contract clearly stipulates the circumstances upon which extensions of time can be granted. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 134 of 167 (Note: text taken from Master Builders Association of Victoria - New Homes Building Contract) 15. DELAYS AND EXTENSION OF TIME CLAIMS 15.1 Builder's entitlement to extensions of time If the progress of the Works is delayed by  any variations under this Contract; OR  proceedings being taken or threatened by or disputes with adjoining neighbouring owners or residents; OR  any industrial action or civil commotion affecting the Works or any of the trades employed upon the Works or affecting the manufacture or supply of Materials for the Works; OR  the general unavailability of any Materials necessary to carry out the Works; OR  inclement weather or any condition as a result of inclement weather in excess of the reasonable allowance stated in A and B of Item 9.2 of the Appendix; OR  any act, default or omission on the part of the Owner, or breach of the Contract by the Owner, including failure by the Owner to provide to the Builder any information requested by the Builder under Clause 9.2 relating to Prime Cost Items and Provisional Sums; OR  any obstruction, interference or hindrance with the carrying out of the Works by the Owner, the Owner's Agent or any person engaged by the Owner to perform other work on the Land; OR  any delay in the Owner obtaining or continuing to obtain the Land Owner's Consent (if required) under Clause 7.1 for the Builder to carry out the Works on the Land; OR  any delay or refusal of any authority to grant or issue any necessary permit; OR  any other cause beyond the reasonable control of the Builder including any act or omission by any person engaged by the Owner relating to the Works; THEN in any such case, the Builder will within a reasonable time advise the Owner of the cause and the reasonable estimated length of the delay and the Builder will be entitled to a fair and reasonable extension of time for Completion of the Works; AND/OR The Builder may, within fourteen days (14) Days of becoming aware that Completion of the Works will be delayed, notify the Owner in writing of the delay stating the cause and the reasonable estimated length of the delay. 11.9 FINALISE THE CONTRACT The final contract must be prepared in consultation with relevant people in accordance with the policies and procedures of your organisation, and all necessary legal requirements. All required contract information must be sourced in consultation with relevant people and assessed for currency, accuracy, and relevance, in accordance with organisational and project requirements. According to the Tasmanian Government Purchasing Department (2010), at the contract finalisation stage, you have the opportunity to: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 135 of 167  Test the understandings and assumptions made by tenderers in determining their costs  Clarify and rectify any false assumptions  Achieve operational refinements and enhancements that may result in cost reductions Any gaps or deficiencies can then be identified, and appropriate actions implemented. (Note: text taken from Master Builders Association of Victoria - New Homes Building Contract) 19. DEFECTS LIABILITY PERIOD 19.1 Defects liability period may be provided by the builder If the Builder provides to the Owner a Defects Liability Period as stated in Item 14 of the Appendix, then that period will commence upon Completion of the Works or upon the Owner taking Possession of the Works, whichever is earlier. 19.2 Owner may provide defects list prior to expiry of defects liability period After Completion and prior to the expiration of the Defects Liability Period, the Owner may provide to the Builder a written list of any alleged defects arising out of Builder's defective workmanship or Materials supplied by the Builder under this Contract. 19.3 Builder will rectify defects on expiry of defects liability period Subject to reasonable access to the Land being provided by the Owner, the Builder will within twenty-eight (28) Days of the expiry of the Defects Liability Period, make good and rectify any necessary defects as required by this Contract, notified to the Builder under Clause 19.2, during usual business hours and at no cost to the Owner. The Builder will not, however, have the responsibility to rectify any alleged defective items which arise from the fact that something is still to be supplied or done by the Owner or relating to any maintenance of an item which is to be performed by the Owner or is the responsibility of the Owner. 19.4 If owner denies builder opportunity to rectify builder's liability reduced If the Owner without reasonable cause does not allow the Builder the opportunity to return to the Land to make good and rectify any defects or does not provide reasonable access to the Builder to allow the Builder to do so, the Builder will only be liable to the Owner for the cost which the Builder would have incurred had the Builder been permitted to rectify the defect. 19.5 If builder fails to rectify owner may engage others and recover cost from builder Subject to Clause 19.4, if the Builder fails to make good and rectify any defects within twenty-eight (28) Days of expiry of the Defects Liability Period without reasonable excuse, the Owner may then engage or employ others to make good such defects or faults to the extent that the Builder has failed to do so and recover from the Builder the reasonable cost of doing so. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 136 of 167 11.10 CLOSE AND STORE THE JOB FILE Once the contract has been completed, all associated documents, working drawings, and specifications must be collated and assembled in readiness for formal consideration. All associated correspondence for submission to contract parties must also be prepared, in accordance with organisational requirements. When completed, all documents can be forwarded for signing, in accordance with legislative and contractual requirements. You should ensure a copy of the contract documentation is retained for future reference and maintained securely with due regard to confidentiality, in accordance with legislative, organisational, and project requirements. At the end of the defects liability period of the contract, when all omissions have been completed and defects rectified, the contractor is entitled to receive the balance of the contract sum. This sum will have been adjusted for any variations that have arisen during the period of the contract. The issue of a final certificate constitutes an acceptance that all work required under the contract has been satisfactorily completed. The initiation of further new work under the original contract during the defects liability period is to be avoided. The balance of any remaining contract securities should be released to the contractor. 11.11 PRACTICAL COMPLETION INSPECTION Final inspections of new homes are also commonly referred to as Practical Completion Inspections (PCI) and pre handover inspections. Final inspections are generally carried out on new homes when construction of the entire home has been completed and all internal fittings, fixtures and finishes have been installed and applied inside the home compliant with the relevant building plans and specifications. Practical Completion Inspections (PCI) are completed by independent building consultant or inspector before the final payment is handed over to the builder. The independent building consultant or inspector inspects the works and provide a report containing the following:  A clear description of each defect – what each defect is and where each defect is located.  An explanation as to why specific building works or finishes are defective – with the relevant sections of the Building Code of Australia (BCA) and Australian Standards and Tolerances t  A concise recommendation – A plain English recommendation stating clearly what the Builder has to do to rectify each defect. Practical Completion Inspections (PCI) can include an inspection the following:  Roofing materials (e.g. Concrete and terracotta roof tiles, Colorbond steel sheets, slate etc.) have been correctly installed and fixed in position.  The pointing of all ridge and hip roof tiles is consistent in terms of colour and texture and there are no cracks in the pointing.  All fascia boards and bargeboards are correctly aligned and fully fixed in position.  All gutters and downpipes and correctly installed and adequately fixed in position. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 137 of 167  There is adequate fall applied to the gutters around the house and the garage.  Water does not pond in the gutters.  There is no damage to specially coated surfaces  All brickwork to ensure that it is level, plumb, straight, square and that all articulation joints, flashings and weepholes have been correctly placed and installed.  That the colour of the bricks and mortar have not changed due to excessive cleaning with acid and washing with water under very high pressure.  That the high pressure cleaning process has not blown out sections of the mortar from between the bricks.  That all surplus mortar and stains have been fully removed from the face of the brickwork.  The mortar has the required strength (i.e. the mortar is not too soft, crumbling or sandy).  All articulation joints in external brick walls have been fully sealed to prevent the ingress of moisture and rainwater in to the house.  All brickwork is properly placed on the concrete slab and that it does not overhang the slab.  There are no cracked, chipped or broken bricks.  There is adequate clearance between windows and abutting brick sills.  All different types of external wall cladding and lining (e.g. Hebel panels, cement sheet panels and timber weatherboards etc.) have been correctly fitted and fixed in position.  The gaps between all window and door frames and the abutting brickwork is not excessive.  There is no damage to window frames, door frames, door handles or locks and the glass fitted to doors and windows has not been scratched, chipped or cracked.  There are adequate draught and weather seals fitted around all external facing doors and windows.  There are no obvious entry points for birds that can nest in roof spaces above warm and hot downlights and start fires.  Ceilings have been correctly installed and that joints in the plasterboard are not highlighted and very obvious after they have been painted.  All sections of cornice have been installed level and straight.  All sections of the internal walls are plumb, straight and square.  Skirting boards have been installed level and straight.  All joins in architraves and skirting boards are cut straight and finished flush.  All relevant surfaces have been adequately prepared (i.e. filled and sanded smooth) and all tool marks and ridges on the surface of plasterboard throughout the house have been removed prior to painting.  The paint finish applied to all relevant surfaces is consistent in terms of both colour and texture.  The clearances around all doors and drawers are adequate.  The operation of all door handles, door locks and window locks.  There is no sticking or jamming of doors or windows.  All cupboards, vanity units and bench tops are correctly installed.  The interface between all basins, baths, kitchen sinks and laundry troughs and bench tops are fully and properly sealed. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 138 of 167  Tiling is properly installed.  Proper installation of baths and shower bases.  Correct installation of carpets.  Water pressure from all taps and shower roses.  All plumbing to make sure that it does not leak.  All power points are connected and correctly wired.  The drainage flow rates out of shower bases, baths, basins, laundry troughs, kitchen sinks and toilet pans.  The operation of all appliances if they are installed at the time of the inspection.  There is no damage to plasterboard (i.e. ceilings, cornice and walls), tiles, architraves, skirting boards, window frames, door frames, doors, drawers, cupboards, vanity units, bench tops, basins, baths, kitchen sinks, laundry troughs, tap fittings, water spouts, wall mirrors, window winders and locks, door locks, carpets and other floor surfaces (e.g. polished concrete) and appliances. Summary In this section, you have learnt how to prepare a contract by:  Seeking expert advice as required  Defining, analysing, and assessing factors leading to the termination of a contract  Accurately calculating contract rise and fall amounts  Assessing and including schedule of progress payments  Including the processes for applying for extensions of time, and  Preparing final contract in consultation with relevant personnel, in accordance with the accepted process of the organisation and legal requirements. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 139 of 167 Learning Activity 11.1 – Understanding Contractual Terms This Activity may be completed in pairs. 1. With reference to a domestic building site, discuss the effects of the following contractual terms with respect to works carried out by subcontractors who report to a Domestic Builder (contractor): a. progress payments b. extensions of time c. breach of contract d. termination of contract e. rise and fall provisions You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 140 of 167 Learning Activity 11.2 – Finalising the Contract This Activity may be completed in pairs. 1. With reference to a domestic building project, outline the process that could be used to finalise the contract. You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 141 of 167 SECTION 12: INDUSTRIAL RELATIONS, POLICIES AND OBLIGATIONS Industrial relations is the term used to cover working conditions such as rates of pay, annual leave, sick leave and long service leave, amongst other things. There are two industrial relations systems in Australia – the national and the state systems. Both systems have different sets of laws and different minimum entitlements. It is important that you find out if your employment is covered by the state or the national system. 12.1 EMPLOYER OBLIGATIONS Your obligations to employees and other workers come from a variety of sources - federal, state and territory laws, industrial awards and agreements, tribunal decisions and contracts of employment (whether they are written or verbal). Some of your obligations as an employer include:  Paying correct wages  Reimbursing your employees for work-related expenses  Ensuring a safe working environment  Not acting in a way that may seriously damage an employee's reputation or cause mental distress or humiliation  Not acting in a way that damages the trust and confidence necessary for an employment relationship;  Not providing a false or misleading reference  Forwarding PAYG tax instalments to the Australian Taxation Office (ATO)  Making appropriate payment under the superannuation guarantee legislation  Making available reference material on access to industrial relations or legal information to employees 12.2 NATIONAL EMPLOYMENT STANDARDS (NES) From 1 July 2009, most Australian workplaces are governed by a new system created by the Fair Work Act 2009. The Fair Work Ombudsman helps employees, employers, contractors and the community to understand and comply with the new system. As of 1 January 2010, the National Employment Standards (NES) replace the Australian Fair Pay and Conditions Standards. Together with modern awards, the NES make up a new safety net for employees covered by the national workplace relations system. In addition to the NES, an employee terms and conditions of employment generally come from an award or agreement. What Are The 10 NES Entitlements? The NES are set out in the Fair Work Act 2009 and comprise 10 minimum standards of employment which involve the following minimum entitlements. 1. Maximum weekly hours of work. 38 hours per week, plus reasonable additional hours. The Act outlined the following considerations as to what constitutes ‘reasonable additional hours:’  Any risk to the worker’s health and safety that might reasonably be expected to arise if the worker worked the additional hours  The worker’s personal circumstances (including family responsibilities)  The operational requirements of the workplace, or enterprise, in relation to which the worker is required or requested to work the additional hours  Any notice given to the worker of the requirement or request that the worker work the additional hours LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 142 of 167  Any notice given by the worker of the worker’s intention to refuse to work the additional hours;  Whether any of the additional hours are on a public holiday. 2. Request for flexible working arrangements. An entitlement allowing parents or carers of a child under school age, or of a child under 18 with a disability, to request a change in working arrangements to assist with the care of the child. 3. Parental leave and related entitlements. Up to 12 months unpaid leave per employee, plus a right to request an additional 12 months unpaid leave, plus other forms of maternity, paternity and adoption related leave. 4. Annual leave. Four weeks paid leave per year for each 12 months of service, plus an additional week for certain shift workers. 5. Personal/carers leave and compassionate leave. 10 days paid personal/carers leave, two days unpaid carer’s leave as required, and two days compassionate leave (unpaid for casuals) as required. 6. Community service leave. Unpaid leave for voluntary emergency activities and leave for jury service with an entitlement to be paid up to 10 days for jury service. 7. Long service leave. A transitional entitlement for employees as outlined in an applicable pre-modernised award, pending the development of a uniform national long service leave standard. 8. Public holiday. A paid day off on a declared public holiday, except when reasonably requested to work. 9. Notice of termination and redundancy pay. Up to five weeks’ notice of termination and up to 16 week’s severance pay on redundancy, both based on length of service. 10. Provision of a Fair Work Information Statement. Must be provided by employers to all new employees, and contains information about the NES, modern awards, agreement-making, the right to freedom of association, termination of employment, individual flexibility arrangements, union rights of entry, transfer of business, and the respective roles of Fair Work Australia and the Fair Work Ombudsman. Who do the NES apply to? The NES apply to all employees covered by the National Workplace Relations System (however only certain entitlements apply to casual employees). There are two NES entitlements that apply to all full time and part time employees, whether they are covered by the national workplace relations system or not. These are: 1. Parental leave and related entitlements (this also applies to casual employees who have been employed for at least 12 months by an employer on a regular and systematic basis and with an expectation of ongoing employment) 2. Notice of termination However, only certain NES entitlements apply to casual employees and these are:  Two days unpaid carers leave and two days compassionate leave per occasion;  Maximum weekly hours  Community service leave (except paid jury service)  Provision of the fair work information statement LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 143 of 167 In addition, casual employees who have been employed for at least 12 months by an employer on a regular and systematic basis and with an expectation of ongoing employment are entitled to:  Make requests for flexible working arrangements  Parental leave 12.3 ENTERPRISE BARGAINING Enterprise bargaining is the process of negotiating wage and working conditions at the level of the individual organisations. Once established, an Enterprise Bargaining Agreement (EBA) is legally binding on employers and employees. An EBA consists of a collective industrial agreement between an employer and trade union acting on behalf of employees, or between an employer and employees acting for themselves. On the one hand collective agreements, at least in principle, benefit employers, as they allow for improved "flexibility" in such areas as ordinary hours, flat rates of hourly pay, and performance-related conditions. On the other, hand collective agreements benefit workers, as they usually provide higher pay, bonuses, additional leave and enhanced entitlements (such as redundancy pay) than an award does. Unlike awards, which provide similar standards for all workers in the entire industry covered by a specific award, collective agreements usually apply only to workers for one employer - although on occasion a short-term collaborative agreement (for example, on a building-site) yields a multi-employer/employee agreement. Parties endorse proposed enterprise bargaining agreements between themselves (in the case of employers the matter goes to a vote). Fair Work Australia then assess them for approval. (Under the Fair Work Act 2009, agreements now [update] renamed "enterprise agreements" and are lodged with Fair Work Australia to assess entitlements against the modern award and be checked for breaches of the Act.). 12.4 UNION RIGHT OF ENTRY The amendments to the federal workplace relations legislation changed the former law about union officials’ access to employers’ building sites and other premises. Union officials need a federal permit to gain access to a workplace, even on occupational health and safety grounds (OHS) where that right of entry exists under the following prescribed law. There is now much greater employer control over union right of entry to premises. Unfair Dismissal – What Is It? Put simply, an unfair dismissal occurs when an employee has been dismissed – that is, fired – and the dismissal is ‘harsh, unjust or unreasonable.’ Harsh Unjust or Unreasonable The factors which will indicate whether a dismissal is ‘harsh, unjust or unreasonable’ include (but are not limited to):  Whether there was a valid reason for the dismissal LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 144 of 167  Whether the employee was advised of this reason  Whether the employee was given a chance to respond to the reason  Whether the employee was given warning that their performance was unsatisfactory? Who Is Eligible To Make A Claim? An employee may lodge a claim if he or she:  Has completed the ‘minimum employment period’  Earns less than $108,300 per year The ‘minimum employment period’ varies depending on whether the employee was employed by a small business i.e. less than 15 employees. If they were, the period is set at 12 months of continuous service. In all other cases, the minimum employment period is 6 months continuous service. The Claim Process An employee who feels they have been unfairly dismissed may lodge an application with Fair Work Australia within 14 days of the dismissal taking effect. Fair Work Australia generally conducts proceedings within 6 weeks of the application where both parties may be represented. Possible Outcomes If the dismissal is found to be unfair, Fair Work Australia may order reinstatement of the employee and/or payment of compensation. When deciding how much compensation to award, Fair Work Australia will look at a number of factors relevant to the applicant’s employment. The maximum amount that the dismissed employee can receive in compensation is capped at 26 weeks’ pay. 12.5 BUILDING AND CONSTRUCTION AWARDS Each industry in Australia has determined the minimum conditions and wages payable to its workers. These agreements are called Employment Awards. An important aspect of these Awards is that they cover the minimum rate of pay that can be made to an employee. These Awards must be at least equal to any State minimum wage, and at least equal to the Federal minimum wage. Wages in Australia are mainly paid either fortnightly or monthly. Wages are paid after deduction of tax and the Medicare Levy. The employer normally also has to pay an extra 9%, on top of the employee’s basic salary, into a superannuation fund on behalf of the employee. In some cases the Superannuation Fund is specified in the Award or Agreement under which the employee is employed. In other cases the employee may choose between the employer’s ‘default’ fund and a fund of their choice. Employers can pay more than the 9% if they wish, but not less. Casual employees are normally paid at a higher rate than permanent employees to compensate for the loss of certain entitlements such as paid holiday leave. This extra rate is set down in the State Award Rates. Minimum Wage in Australia The Australian Fair Pay Commission is an independent body responsible for adjusting federal minimum wages. The National Minimum Wage Order 2014 set the (national) minimum wage at $16.97 per hour. Read more at their website www.fwa.gov.au. Redundancy An employee is entitled to redundancy pay if you terminate their employment because: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 145 of 167  You no longer require the job that was done by the employee to be done by anyone (except where this is due to the ordinary and customary turnover of labour); or  You, or your business, become insolvent or bankrupt The entitlement to redundancy pay is contained in the National Employment Standards (the NES). For further information on who is entitled to redundancy pay, what the entitlement is and how it applies to small businesses, visit Payment of Redundancy. If your employees have not been offered suitable alternative employment (further information below), they must be notified in writing and the notice must contain details of the entitlements they are to be paid (such as annual leave, redundancy and long service leave) and a ‘statement of service’ or letter specifying:  The amount of time the employee worked for your business  The hours that they worked The requirement to notify your employees that a contract they are working on is due to expire, or has been terminated 28 days before it ends is not notice of termination. If your employees are being made redundant as a result of the contract ending, you must also provide them with the correct amount of notice of termination and this will be based on the amount of time that they have been working for your business. If you don’t, you may need to pay them instead of giving them notice. An employee is not entitled to redundancy pay if you can find suitable alternative employment for them. They are also not entitled to redundancy pay if they are employed by the incoming contractor. If your employee is employed by the incoming contractor, then you must pay them all of their accrued entitlements, such as wages and annual leave - but they are not entitled to redundancy pay. 12.6 INDEPENDENT CONTRACTORS An independent contractor is someone who is self-employed and contracts their services to clients, such as other businesses. They are often referred to as sub-contractors or ‘subbies’. An example of an independent contractor could be a plumber who is hired by a business to fix a burst pipe. The plumber attends the business with his own tools and employees, fixes the pipe, and bills the business for the cost of the job. Although an independent contractor may perform work for a business, they are not regarded as an employee and will generally have different rights to employees. Telling the difference between an independent contractor and an employee is not always a straightforward process. Some employers misrepresent or disguise employment relationships as independent contracting arrangements to avoid paying legal minimum rates of pay, tax, and entitlements such as annual leave and sick leave. Arrangements such as these are not genuine and may be regarded as sham contracting. Most independent contractors run their own business, control their own working times and decide how and where they undertake work. It is important that you know whether you are an independent contractor or an employee so you can be sure that you are receiving the correct entitlements. Here is a checklist that will assist in determining whether or not someone is a bona fide independent contractor:  Make certain the contractor trades as either an individual, a partnership, has a registered business name, or a Pty Ltd Company LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 146 of 167  Ensure the contractor advertises their business  Ensure the contractor invoices for completed work  The independent contractor ensures that no part of the financial consideration of the contract has been withheld for holiday pay, sick leave, long service leave, superannuation  The contractor reserves the right to employ or subcontract any aspect of the work  The contractor has discretion and flexibility regarding work performance including start and finish times  The contractor accepts responsibility for any defective or remedial work  The contractor provides an ABN number and, if required, has GST registration  The contractor provides his/her tools, plant & equipment  The contractor provides his own public liability & income protection insurance  The contractor is a member of a relevant industry association State by state Victoria The Building and Construction Industry Security of Payment Act 2002 provides a process for subcontractors to be remunerated for work that has been completed. The Act improves payment practices in the Victorian Building and Construction Industry. The Act helps to ensure that any person who carries out construction work or supplies related goods and services under a construction contract gets paid. The Act is designed to increase cash flow and provide a fast, cheap, non-legalistic way of resolving payment for work done or materials or services supplied.  The Act covers both verbal and written construction agreements;  It provides a statutory right to be paid for work done;  It establishes default payment terms where contract is silent;  It bans "pay when paid" and "paid if paid'' clauses;  It establishes a process for the fast recovery of payments;  It provides for the quick adjudication of payment disputes at a low cost to the parties. New South Wales The Building and Construction Industry Security of Payment Act 1999 provides a process for subcontractors to be remunerated for work that has been completed. This is administered by NSW Fair Trading. They also offer helpful advice on matters including:  Entitlement to progress payments  Disputes  Summary of key deadlines  Payment following a payment claim  Giving a payment schedule  Adjudication process  Payment withholding request  Making a complaint For more information go to the NSW Fair Trading website (http://www.fairtrading.nsw.gov.au). Queensland There are now protections in place to avoid sub-contractors not getting paid. Building and Construction Industry Payments Act 2004 provides a process for subcontractors to be remunerated for work that has been completed. This is administered by the Queensland Building and Construction Commission. For more information go to the QBCC website (http://www.qbcc.qld.gov.au). LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 147 of 167 12.7 MODERN AWARDS Most businesses are covered by a modern award. Modern awards commenced on 1 January 2010 and are industry or occupation-based employment standards that operate in conjunction with the Fair Work Act 2009. They were created to establish one set of minimum conditions for employers and employees across Australia who work in the same industries and occupations. The award does not need to list individual businesses. There is also a Miscellaneous Award 2010 which covers employees who are not covered by another modern award and who perform work of a similar nature to that which has historically been regulated by awards. It is likely that new and innovative jobs which are developed over time will not fall neatly into existing industry awards, so it is possible that the Miscellaneous Award will cover some of those employees. To find out which award covers your employees visit the Fair Work Online website or call the Fair Work Info line on 13 13 94. What is an Enterprise Agreement and what must it contain? The Fair Work Act 2009 commenced on 1 July 2009. New agreements under the Act are now called Enterprise Agreements and are simply an agreement between one or more national system employers and their employees. Fair Work Australia (FWA) will use the Better Off Overall Test (BOOT) to assess new enterprise agreements. The major new features of enterprise agreements are that they must have:  A nominal expiry date of not more than four years after the day on which FWA approves the agreement  A dispute settlement procedure  A flexibility term so the employee and employer can agree to vary the agreement to meet mutual needs if required  A consultation term, which requires the employer to consult with their employees about any major workplace changes that are likely to have a significant effect on them If an enterprise agreement does not contain a flexibility or consultation term, the generic model clause prescribed by the Fair Work Regulations will be 'deemed' to be included in that agreement, and therefore must be followed. If a business was bound by a collective/workplace agreement prior to 1 July 2009, that agreement continues to operate until it is terminated or replaced. For information on enterprise agreements and how to make and lodge them, visit the Fair Work Online website www.fairwork.gov.au and look for the section 'What do I need to know about agreements?’ LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 148 of 167 New South Wales and Queensland New South Wales NSW Industrial Relations (NSW IR) works with employers and employees to achieve fair, equitable and productive workplaces. NSW IR supports the NSW Government as a participant in the national workplace relations system, by monitoring and advising on workplace relations developments and initiatives. NSW IR ensures compliance with the new NSW Guidelines for infrastructure procurement, as well as administering state laws regulating shop trading hours, public holidays and long service leave. NSW IR conducts compliance activities across the State in order to educate the community about New South Wales industrial relations laws as well as educating employers and employees on the Fair Work system. These compliance activities are proving to be an effective and efficient way to assist large numbers of NSW employers and employees to understand their employment rights and obligations. Employers and employees have certain obligations or duties to each other under common law, statutes and their accompanying regulations. NSW Industrial Relations, part of the NSW Treasury, administers legislation regulating employment matters details of this legislation can be found on the NSW Industrial Relations website (http://www.industrialrelations.nsw.gov.au). Queensland The Queensland Industrial Relations Commission is an independent tribunal which derives its powers and functions from Chapter 8, Part 2 of the Industrial Relations Act 1999. It also has powers and functions under the following legislation:  Workers' Compensation and Rehabilitation Act 2003  Further Education and Training Act 2014  Trading (Allowable Hours) Act 1990  Public Service Act 2008  Contract Cleaning Industry (Portable Long Service Leave) Act 2005  Public Interest Disclosure Act 2010  Work Health and Safety Act 2011  Child Employment Act 2006  Magistrates Courts Act 1921  Local Government Act 1993 The Commission can help resolve disputes involving employers, employees and unions, and employer associations who are covered by the national workplace relations system. The Fair Work Commission has the power to carry out a range of functions relating to:  minimum wages  awards and agreements  industrial action  dispute resolution LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 149 of 167 12.8 WORKPLACE DISCRIMINATION Commonwealth and State and Territory governments all have laws to help protect people from harassment and discrimination. The following legislation operate at a federal level and the Australian Human Rights Commission has statutory rights under them:  Age Discrimination Act 2004  Australian Human Rights Commission Act 1986  Disability Discrimination Act 1992  Racial Discrimination Act 1975  Sex Discrimination Act 1984 Types of Discrimination It is against the law to discriminate against someone because of their actual or assumed:  Age  Carer status, family responsibilities, parental status  Disability / impairment (including physical, sensory and intellectual disability, work related injury, medical conditions, mental, psychological and learning disabilities)  Employment activity  Gender identity, lawful sexual activity, sexual orientation  Industrial activity  Marital status  Physical features  Political belief or activity  Pregnancy, breastfeeding  Race (including colour, nationality, ethnicity and ethnic origin)  Religious belief or activity  Sex  Personal association with someone who has, or is assumed to have, one of these personal characteristics Workplace Discrimination by State Victoria The Victorian Equal Opportunity and Human Rights Commission is an independent statutory body with responsibilities under three laws:  Equal Opportunity Act 1995  Racial and Religious Tolerance Act 2001  Charter of Human Rights and Responsibilities The Equal Opportunity Act 1995 makes it illegal to discriminate against people on the basis of a number of different personal characteristics. The Racial and Religious Tolerance Act 2001 makes it illegal to vilify people because of their race or religion. Under the Equal Opportunity Act 1995 and the Racial and Religious Tolerance Act 2001, the Commission helps people resolve complaints of discrimination, sexual harassment LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 150 of 167 and racial or religious vilification through a free and impartial complaint resolution service with the aim of achieving a mutual agreement. The Charter of Human Rights and Responsibilities (the Charter) requires that government and public bodies must consider human rights when making laws and providing services. The Commission's role is to educate people about the rights and responsibilities contained in the Charter and to report annually to the government about the operation of the Charter. The Commission does not handle complaints related to the Charter. Equal Opportunity As an employer, you have a legal responsibility to ensure your workplace is safe and free from discrimination, bullying and sexual harassment. Most complaints received by the Victorian Equal Opportunity & Human Rights Commission are employment related and many could have been avoided if appropriate procedures were in place. There are also benefits to having a workplace free from discrimination and sexual harassment. Workers are more likely to have better morale and be more productive if they feel safe and supported. Staff turnover and recruitment costs are reduced, as are staff complaints, disruptions and legal disputes. New South Wales The New South Wales Anti-Discrimination Act 1977 is an Act of the NSW Parliament, relating to discrimination in employment, the public education system, delivery of goods and services, and other services such as banking, health care, property and night clubs. It is administered by the Anti-Discrimination Board of NSW. The Act prohibits unlawful racial, sexual and other types of discrimination in certain circumstances and promotes equality of opportunity for all people. The Act covers the following types of discrimination:  Sex (including breastfeeding, pregnancy and sexual harassment)  Disability (including past, present or future Disability and also includes actual or perceived HIV status)  Race (including ethno-religion)  Sexuality (actual or perceived)  Marital or domestic status  Age (present or future)  Transgender (including trans sexuality)  Religion  Carer’s responsibilities (but only within employment) Queensland The Queensland Anti-Discrimination Act 1991 is an Act of the QLD Parliament which is administered by the Anti-Discrimination Commission QLD. The Commission's services include:  resolving complaints received under the Act;  delivering training to business, government and the community; and  promoting public discussion on human rights The Act prohibits unlawful racial, sexual and other types of discrimination in certain circumstances and promotes equality of opportunity for all people. The Act covers the following types of discrimination:  age discrimination  gender issues  impairment discrimination  pregnancy and breastfeeding  racial and religious discrimination  sex discrimination  sexual harassment  sexuality discrimination LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 151 of 167 Anti- discrimination policy Under many state laws, and some federal laws, certain employers are required to establish and maintain anti- discrimination and/or anti-harassment policies to protect their employees. Even if not specifically required by law, it is a good idea for any employer to have these policies in place. Not only do they enable an employer to make it clear to their employees that certain types of behaviour are intolerable, they may also provide a defence for an employer should a lawsuit arise. However, if a written policy is in place, the employer must make sure that they follow it! If you are an employer, and you don't have these policies in the place, the following are sample policies that you might want to reference in drafting your own policy. Warning: These sample policies might not fully comply with particular state requirements, so make sure that you check your own state's laws or have an attorney review your policy before you hand it out to employees. Sample Anti-Discrimination Policy An anti-discrimination policy could contain the following language: ”The employer is an equal opportunity employer. The employer will not discriminate and will take ‘affirmative action’ measures to ensure against discrimination in employment, recruitment, and advertisements for employment, compensation, termination, upgrading, promotions, and other conditions of employment against any employee or job applicant on the bases of race, creed, colour, national origin, or sex.” Note: Not all employers are required to comply with affirmative action requirements, so that language may be deleted in those situations. In addition, the last sentence can be tailored to conform to the law in your particular state. For example, if you must also comply with laws prohibiting discrimination on the basis of sexual orientation, you may include that language as well. Sample Anti-Harassment Policy A sample anti-harassment policy may state: “The employer is committed in all areas to providing a work environment that is free from harassment. Harassment based upon an individual's sex, race, ethnicity, national origin, age, religion or any other legally protected characteristics will not be tolerated. All employees including supervisors and other management personnel are expected and required to abide by this policy. No person will be adversely affected in employment with the employer as a result of bringing complaints of unlawful harassment.” LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 152 of 167 12.9 TRAINING AGREEMENTS (BY STATE) Victoria Apprentices or trainees sign a written contract called either a 'contract of training' in some states, or a 'training agreement' in others. The contract/agreement requires the employer to guarantee to train the apprentice or trainee in the agreed occupation or training area, and to allow time off work if necessary to attend any off-the-job training. In return, the apprentice or trainee agrees to learn all aspects of the occupation or area of training and to work for the employer for a specified period. Terms of the Training Agreement A probation period exists for both apprenticeships and traineeships and may vary in length. This period enables the apprentice or trainee and the employer to assess whether each will be satisfied in the coming years of employment. During this time, either party may terminate the contract/agreement by giving the appropriate amount of notice in accordance with the award or employment agreement. As the terms of the contract/agreement depend on varying circumstances, information about them can be obtained from the State Training Authority. An apprentice or trainee remains an employer’s responsibility throughout the term of the contract. However, if any party wishes to end the relationship, he or she should first contact the State Training Authority so the correct procedures may be followed. Cancellation of the Training Contract A cancellation of the training contract can be made at the request of either the employer or employee prior to the end date of the contract. If the Australian Apprenticeship is still within the stipulated probation period, the contract can be legally cancelled by either party giving one week's notice. After the probation period, you may request to cancel the contract if:  Your business ceases operations  There is a substantial change to your business circumstances and you are no longer able to fulfil your obligations  Your Australian Apprentice is guilty of misconduct. Offences by your Australian Apprentice which constitute misconduct include:  Being absent from work without consent  Not attending or participating in training required by the training plan  Causing serious damage or risk to your business, reputation or staff  Theft, assault and fraud  Being under the influence of drugs or alcohol at work. The Australian Apprentice can request to have the training contract cancelled if:  You have relocated your business to a place that is unreasonable for the Australian Apprentice to travel to  There is a substantial change in their circumstances affecting their capacity to work, for example an allergy or physical condition. If you are able to reach a mutual and voluntary agreement to cancel the contract you must both complete and sign the required cancellation form. Contact your local Australian Apprenticeships Centre for assistance and forward the form to the relevant STA. If you can't reach a mutual agreement to cancel the training contract, your state or territory Industrial Relations agency has its own procedures. The relevant committee or tribunal will investigate the situation, and either dismisses the complaint or attempts to resolve it. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 153 of 167 New South Wales Training agreements are administered by the NSW Office of Education under the NSW Apprenticeship and Traineeship Act 2001. Apprentices or trainees are employed under an industrial arrangement or approved workplace agreement. The agreement requires the employer to guarantee to train the apprentice or trainee in the agreed occupation or training area, and to allow time off work if necessary to attend any off- the-job training. In return, the apprentice or trainee agrees to learn all aspects of the occupation or area of training and to work for the employer for a specified period. Terms of the Training Agreement The nominal term of an apprenticeship or traineeship is specified in the training contract but as all apprenticeships and traineeships are competency based, the actual completion date may be earlier or later than the expected completion date. The nominal term of an apprenticeship is generally four years. This includes from two to three years of formal training delivered by a registered training organization, usually either one day per week or in blocks of several days during the year. The final year is usually spent full-time on the job. Traineeships generally range from six months to three years. In some industries part time traineeships with proportionally longer training terms are available. All apprenticeships and traineeships (with the exception of trainee apprenticeships) have a probationary period which varies from 1 to 3 months depending on the term of the training contract. The date on which the probationary period ends is specified in the approval letters sent to the employer and apprentice/trainee. The probationary period can be extended by up to three months on application by the employer and apprentice/trainee. While the apprentice/trainee is ‘on probation’, the employer or apprentice/trainee can withdraw from the training contract simply by giving the appropriate period of notice to the other party. The employer must notify State Training Services within 14 days of withdrawal. 1 Information on apprenticeships, traineeships and training agreements can be found on the NSW Office of Education website (http://www.training.nsw.gov.au/businesses/apprenticeships_traineeships). Queensland Training Agreements Training agreements are administered by the Department of Education, Training and Employment under the Further Education and Training Act 2014 and the Regulations to the Act. The training contract sign-up and registration is facilitated by Australian Apprenticeships Centres (AACs). Apprentices or trainees are employed under an industrial arrangement or approved workplace agreement. The agreement requires the employer to guarantee to train the apprentice or trainee in the agreed occupation or training area, and to allow time off work if necessary to attend any off-the-job training. In return, the apprentice or trainee agrees to learn all aspects of the occupation or area of training and to work for the employer for a specified period. Information on apprenticeships, traineeships and training agreements can be found here: http://apprenticeshipsinfo.qld.gov.au/information-resources 1 http://www.training.nsw.gov.au/businesses/apprenticeships_traineeships/getting_started/employment_conditions.html LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 154 of 167 Workplace access to legal and industrial relations Access to industrial relations information is limited at times for small businesses. Large businesses generally have specific departments dealing with Industrial Relations, Human Resources, Administration and Marketing and usually provide employees with the current information they require. Small building companies generally don’t have the resources to provide employees with professional services, and will at times look to industry associations and bodies to support them. These associations can support companies in establishing their own policies, depending on the scope of work, and can provide current wage entitlements and relevant awards. 12.10 COMPLAINTS AND DISPUTES A good business tries to minimise customer complaints through excellent customer service, and to address customer complaints about the business or a product or service quickly and fairly. Customer complaints should be dealt with in a consistent manner through the use of a company policy document on the agreed upon method to resolve complaints. Dealing with Customer Complaints There are Australian Standards for complaint handling and customer service which may be useful guides. In developing an effective customer complaint policy, consider the following suggestions:  Examine how effectively your business currently handles complaints  Involve your staff in developing a complaint handling system, and decide who will handle complaints  Anticipate common complaints and work out standard solutions  Write down your complaints handling procedure and prepare a standard complaint form  Ensure all staff are trained in the procedure and have the skills to resolve complaints  Display a sign saying your business welcomes genuine complaints about product quality or service  Clearly advise your customers where and how they can report problems  Ensure your customers can report problems to you at any time  Keep a record of all problems and complaints and maintain these records  Trial the system, and use customer and staff feedback to improve it over time Resolving Complaints When a customer has a genuine complaint, thank them for raising the matter with you. Treat them with genuine empathy, courtesy, patience, honesty and fairness. Try to respond to the complaint quickly. Tell the customer how you will handle it and when to expect a response. Speak to the customer in person. Do not rely on written complaints or records of conversations. To show that you clearly understand their complaint:  Familiarise yourself with any background information before you speak to them, check internal records, speak to staff and check how their version of events compares with the customer's  Listen carefully and do not jump to conclusions, lay blame or become defensive  Ask questions to clarify the situation  Summarise back to the customer your understanding of the problem LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 155 of 167 Following Through Once you take the complaint details, tell the customer what will happen next. If possible, nominate one staff member to manage the complaint until it is resolved. Ensure that this staff member has the authority to organise solutions that the customer will accept. Adopt a solution-focused approach by actively involving the customer in this process. Ensure you take all promised action as promptly as possible. When you find a solution, tell the customer and check they are happy with the resolution. Tell them how you will prevent the problem arising again. See Section 13: BUSINESS DISPUTES for more information on dispute resolution. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 156 of 167 Learning Activity 12.1 – Working with Subcontractors This Activity may be completed in pairs. 1. You are interviewing Danny who is a third year Carpenters Apprentice. Danny asks you the following questions: a. What is my rate of pay? b. What is the maximum hours I can work each week? c. Where can I check to get this information? 2. How would you answer? You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 157 of 167 Learning Activity 12.2 – Collecting Subcontractor Information This Activity may be completed in pairs. 1. Johnny owns a small construction company and has picked up his next project to build 24 townhouses in Altona North. He will need to hire sub-contractors to help with majority of the work. 2. Research and record what information Johnny will need to collect to ensure the subcontractors are hired and maintained as subcontractors during this project. You may use this space to take any notes: LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 158 of 167 SUMMARY As you have completed this Learner Guide, including the accompanying activities, you have addressed the key topic outcomes including:  Apply the laws relating to the builder licensing or registration  Apply OHS/WHS legislation and provisions on site  Apply the codes, Arts, regulations and standards relevant to construction  Comply with insurance and regulatory requirements for housing construction  Apply legislation to financial transactions  Meet building contract obligations  Apply industrial relations policies and obligations relevant to housing constructions If you have any further queries or learning needs for this topic, please discuss these with your trainer or workplace supervisor. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 159 of 167 APPENDIX A: ACRONYMS TERM DEFINITION HSC Health and Safety Committee BPB Building Practitioners Board DB-U Domestic Builder Unlimited DB-M Domestic Builder Manager DB-L Domestic Builder-Limited ATO Australian Taxation Office ASIC Australian Securities and Investment Commission Pty. Ltd. Proprietary Limited ABN Australian Business Number VBA Victorian Building Authority RTO Registered Training Organisation BCA Building Code of Australia ABCB Australian Building Codes Board EPA The Environmental Protection Authority PAYG Pay as you go HELP Higher Education Loan Programme GST Goods and Services Tax WST Wholesale Sales Tax BAS Business Activity Statement DBCA Domestic Building Contracts Act 2005 NES National Employment Standards OHS Occupational health and safety WHS Workplace health and safety ASIC Australian Securities and Investment Commission Pty. Ltd. Proprietary Limited QBCC Queensland Building and Construction Commission LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 160 of 167 APPENDIX B: ACTS, LEGISLATION AND REGULATORS WHS/OHS Acts and legislation Relevant Act and Regulations Regulator and Workers Compensation Authorities The Commonwealth of Australia Work Health and Safety Act 2011 Work Health and Safety Regulations 2011 Comcare Website: www.comcare.gov.au Phone: 1300 366 979 New South Wales Work Health and Safety Act 2011 Work Health and Safety Regulations 2011 WorkCover NSW Website: www.workcover.nsw.gov.au Email: [email protected] Phone: 13 10 50 Queensland Work Health and Safety Act 2011 Work Health and Safety Regulations 2011 WorkCover Queensland Website: www.worksafe.qld.gov.au Phone: 1300 369 915 Victoria Occupational Health and Safety Act 2004 Occupational Health and Safety Regulations 2007 WorkSafe Victoria Website: www.worksafe.vic.gov.au Phone: 1800 136 089 ACTS, standards, legislation and regulators: Further information The Commonwealth of Australia Body, legislation, Act or standard Further information The Australian Business License and Information Service (ABLIS) https://ablis.business.gov.au Australian Securities and Investment Commission (ASIC). www.asic.gov.au Corporations Act http://www.austlii.edu.au/au/legis/cth/consol_a ct/ca2001172/ Australian Building Codes Board (ABCB) and the Building Code of Australia (the BCA) www.abcb.gov.au National Construction Code (NCC) https://services.abcb.gov.au/NCCOnline/ LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 161 of 167 Australian Standards www.standards.org.au Green Building Council of Australia- Green Star rating https://www.gbca.org.au Australian Consumer Law 2011 (ACL) www.consumerlaw.gov.au Copyright Act of 1968 http://www.comlaw.gov.au/Series/C2004A07378 Australian Taxation Office (ATO) https://www.ato.gov.au NATIONAL EMPLOYMENT STANDARDS (NES) www.fairwork.gov.au/employee.../national- employment-standards Fair Work Act 2009 http://www.austlii.edu.au/au/legis/cth/num_act /fwa2009114/ Fair Work Australia (FWA) and The Australian Fair Pay Commission https://www.fwc.gov.au/ Age Discrimination Act 2004 Australian Human Rights Commission Act 1986 Disability Discrimination Act 1992 Racial Discrimination Act 1975 Sex Discrimination Act 1984 https://www.humanrights.gov.au/our- work/legal/legislation Australian Apprenticeships Centres (AACs) www.australianapprenticeships.gov.au New South Wales Body, legislation, Act or standard Further information NSW Fair Trading www.fairtrading.nsw.gov.au/ Home Building Amendment Act 2014 http://www.legislation.nsw.gov.au/maintop/vie w/inforce/act+24+2014+cd+0+N Queensland Building and Construction Commission Act 1991 (QBCC Act) https://www.legislation.qld.gov.au/.../Q/QldBuil dConCommA91.pdf Home Building Act 1989 http://www5.austlii.edu.au/au/legis/nsw/consol _act/hba1989128/ Code of Practice for Construction Work http://bit.ly/1BTz0Tu The Code of Practice for Procurement https://www.procurepoint.nsw.gov.au/policies/n sw-government-procurement-information The Implementation Guidelines to the New South Wales Code of Practice for Procurement: Building and Construction (the Guidelines) Environmental Planning and Assessment Act 1979 (or “the EP&A Act”) http://hub.planning.nsw.gov.au/PlanningControl s/Legislation.aspx Environmental Planning and Assessment Regulation 2000 (or “the EP&A Regulation”) State Environmental Planning Policies (SEPPs) http://hub.planning.nsw.gov.au/PlanningControl s/StateEnvironmentalPlanningPolicies.aspx Local Environmental Plans (LEPs) http://www.planning.nsw.gov.au/standard- instrument The Protection of the Environment Operations Act 1997 (POEO Act) http://www.epa.nsw.gov.au/legislation/aboutpo eo.htm Building Sustainability Index (BASIX) https://www.basix.nsw.gov.au/basixcms/ NSW Fair Trading (Consumer Affairs) http://www.fairtrading.nsw.gov.au/ Building and Construction Industry Security of Payment Act 1999 (the Act) http://www.constructionlawmadeeasy.com/Secu rityofPaymentNSW#S.PlegislationNSW NSW Industrial Relations (NSW IR) http://www.industrialrelations.nsw.gov.au/ the Anti-Discrimination Board of NSW http://www.antidiscrimination.justice.nsw.gov.a u/ LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 162 of 167 NSW Apprenticeship and Traineeship Act 2001 http://www.legislation.nsw.gov.au/maintop/vie w/inforce/act+80+2001+cd+0+N NSW Office of Education http://www.training.nsw.gov.au/index.html Queensland The Queensland Building and Construction Commission (QBCC) https://www.qbcc.qld.gov.au/ Building and Construction Industry Payments Act 2004 https://www.legislation.qld.gov.au/legisltn/curre nt/b/buildngcipa04.pdf Subcontractors Charges Act 19741 https://www.masterbuilders.asn.au/laws-codes- and-regulations/subcontractors-charges-act Building and Construction Industry Payments Regulation 2004 https://www.legislation.qld.gov.au/LEGISLTN/.../ B/BuildngCIPR04.pdf Domestic Building Contracts Act 2000 https://www.legislation.qld.gov.au/legisltn/curre nt/d/domebldconta00.pdf Domestic Building Contracts Regulation 2010 https://www.legislation.qld.gov.au/legisltn/curre nt/d/domebldcontr10.pdf Queensland Building and Construction Commission Act 1991 https://www.legislation.qld.gov.au/.../Q/QldBuil dConCommA91.pdf Queensland Building and Construction Commission Regulation 2003 https://www.legislation.qld.gov.au/legisltn/.../q/ qldbuildconcommr03.pdf QLD Fair Trading Act 1989 https://www.legislation.qld.gov.au/LEGISLTN/.../ F/FairTradA89.pdf Building and Construction Industry Payments Act 2004 https://www.legislation.qld.gov.au/legisltn/curre nt/b/buildngcipa04.pdf Queensland Development Code http://bit.ly/1Hh98ac Domestic Building Contracts Act 2000 https://www.legislation.qld.gov.au/legisltn/curre nt/d/domebldconta00.pdf Subcontractors’ Charges Act 1974 https://www.legislation.qld.gov.au/LEGISLTN/.../ S/SubcontCharA74.pdf The Sustainable Planning Act 2009 https://www.legislation.qld.gov.au/legisltn/curre nt/s/sustplana09.pdf The Environmental Protection Act 1994 (EP Act) https://www.legislation.qld.gov.au/legisltn/curre nt/e/envprota94.pdf Cleaner Green Buildings https://www.gbca.org.au/advocacy/states-and- territories/queensland/6-regulation4/ Queensland Office of Fair Trading http://www.fairtrading.qld.gov.au/?a=221739 Queensland Anti-Discrimination Act 1991 and Anti- Discrimination Commission QLD http://www.adcq.qld.gov.au/ Building and Construction Industry Payments Act 2004 https://www.legislation.qld.gov.au/legisltn/curre nt/b/buildngcipa04.pdf The Queensland Industrial Relations Commission www.qirc.qld.gov.au/ Department of Education, Training and Employment http://apprenticeshipsinfo.qld.gov.au/index.html The Further Education and Training Act 2014 http://www.training.qld.gov.au/apprentices/abo ut/apprenticeship-system-reform.html Victoria Victorian Building Authority (VBA) and The Building Practitioners Board (BPB) www.vba.vic.gov.au LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 163 of 167 Building Act 1993 http://www.austlii.edu.au/au/legis/vic/consol_ac t/ba199391/ Building Regulations 2006 http://www5.austlii.edu.au/au/legis/vic/consol_r eg/br2006200/ VIC Fair Trading Act 1999 www.legislation.vic.gov.au/Domino/Web_Notes/ ...nsf/.../99-016a.pdf Planning and Environmental Act 1987 http://www.austlii.edu.au/au/legis/vic/consol_ac t/paea1987254/ The Planning and Environment (Fees) Regulations 2000 www.legislation.vic.gov.au/domino/web_notes/.. ./00-72sr004.pd The Planning and Environment Regulations 2005 www.legislation.vic.gov.au/Domino/Web_Notes/ ...nsf/.../05-033sr.pdf Environment Protection Act 1970 www.austlii.edu.au/au/legis/vic/consol_act/epa1 970284/ Environmental Protection Authority (EPA) www.epa.vic.gov.au/ The 6 Star Standard http://www.vba.vic.gov.au/consumer- resources/other/standard-pages/6-star-standard Consumer Affairs Victoria www.consumer.vic.gov.au/ Domestic Building Contracts Act 2005 (DBCA) www.legislation.vic.gov.au/domino/Web_notes/. ../95-91a061.pdf Master Builders Association Building Contract New Homes http://www.mbav.com.au/vpLink.aspx?ID=401& BACK=400&PROD=116 The Building and Construction Industry Security of Payment Act http://www.vba.vic.gov.au/practitioners/legislati on Equal Opportunity Act 1995 Racial and Religious Tolerance Act 2001 Charter of Human Rights and Responsibilities http://www.humanrightscommission.vic.gov.au/i ndex.php/the-law/equal-opportunity- act/timeline-of-victoria-s-equal-opportunity-law LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 164 of 167 APPENDIX C: REFERENCES AND RESOURCES  Victorian Building Authority. 2014. 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[ONLINE] Available at: http://www.industrialrelations.nsw.gov.au/oirwww/About_NSW_IR/Legislation.page [Accessed 28 May 2015].  Australian Human Rights Commission. Anti discrimination laws. [ONLINE] Available at: https://www.humanrights.gov.au/guide-australias-anti-discrimination-laws [Accessed 28 May 2015]. LEGAL REQUIRMENTS AND CONTRACTS LG_C4_T3_Legal_Requirements_and_Contracts_v3.1.docx Page 166 of 167  NSW Office of Education Training Agreements. [ONLINE] Available at: http://www.training.nsw.gov.au/businesses/apprenticeships_traineeships/getting_started/empl oyment_conditions.html [Accessed 28 May 2015].  Australian Business Licence and Information Service (ABLIS) [ONLINE] Available at: https://ablis.business.gov.au/pages/home.aspx [Accessed 21 May 2015].  Australian Bureau of Statistics Work-Related Injuries, Australia, JUL 2013 TO JUN 2014. [ONLINE] Available at: http://www.abs.gov.au/ausstats/[email protected]/mf/6324.0 [Accessed 21 May 2015].  Australian Building Codes Board National Construction Code & Bulding Code of Australia [ONLINE] Available at: http://www.abcb.gov.au/ [Accessed 22 May 2015].  Safework Australia. Code of Practice for Construction Work. [ONLINE] Available at: http://www.safeworkaustralia.gov.au/sites/swa/about/publications/pages/construction-work [Accessed 22 May 2015].  Australian Human Rights Commission. Anti discrimination laws. [ONLINE] Available at: https://www.humanrights.gov.au/guide-australias-anti-discrimination-laws [Accessed 28 May 2015].  Master Builder Association laws, codes and regulations [ONLINE] Available at: https://www.masterbuilders.asn.au/laws-codes-and-regulations [Accessed 28 May 2015].  Queensland Building and Construction Commission Building legislation [ONLINE] Available at: http://www.qbcc.qld.gov.au/about-us/legislation [Accessed 28 May 2015].  Queensland Building and Construction Commission Builders Registration [ONLINE] Available at: http://www.qbcc.qld.gov.au/about-us/legislation [Accessed 28 May 2015].  Queensland Development Code [ONLINE] Available at: http://www.hpw.qld.gov.au/construction/BuildingPlumbing/Building/BuildingLawsCodes/Queen slandDevelopmentCode/Pages/QueenslandDevelopmentCodeBackground.aspx [Accessed 29 May 2015].  Queensland Building and Construction Commission Home Warranty Insurance [ONLINE] Available at: http://www.qbcc.qld.gov.au/contractor-insurance-requirements/about-home- warranty-insurance [Accessed 01 June 2015].  Queensland Government Department of Housing and Public Works – Queensland Development Code [ONLINE] Available at: http://www.hpw.qld.gov.au/construction/BuildingPlumbing/Building/BuildingLawsCodes/Queen slandDevelopmentCode/Pages/QueenslandDevelopmentCodeBackground.aspx [Accessed 01 June 2015].  Green Building Council of Australia Cleaner Greener Buildings [ONLINE] Available at: https://www.gbca.org.au/advocacy/states-and-territories/queensland/6-regulation4/ [Accessed 01 June 2015].  Green Building Council of Australia Green Star [ONLINE] Available at: https://www.gbca.org.au/green-star/ [Accessed 01 June 2015]. 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